+28.4%
BKR vs TMF
-26.8%
+55.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.4% | -3.2% | -6.7% |
| 7D | -6.7% | -4.8% | -1.9% | -6.8% |
| 30D | -8.3% | -4.9% | -3.4% | -8.5% |
| 3M | -5.4% | -13.4% | +8.0% | -6.0% |
| 6M | +0.8% | -23.0% | +23.9% | -0.1% |
| YTD | +31.8% | -20.2% | +52.0% | +31.8% |
| All | +28.4% | -26.8% | +55.3% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TMF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling