+28.6%
BKR vs TOST
-22.2%
+50.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.6% | -5.1% | -6.8% |
| 7D | -6.7% | -5.9% | -0.8% | -7.0% |
| 30D | -8.3% | -8.4% | +0.1% | -8.8% |
| 3M | -5.4% | +31.4% | -36.8% | -3.4% |
| 6M | +0.8% | +10.5% | -9.7% | +2.8% |
| YTD | +31.8% | -10.1% | +41.9% | +35.3% |
| 1Y | +28.6% | -19.9% | +48.5% | +31.9% |
| All | +28.6% | -22.2% | +50.8% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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