+28.4%
BKR vs TPR
+9.9%
+18.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.9% | -8.6% | -6.9% |
| 7D | -6.7% | -5.1% | -1.5% | -6.1% |
| 30D | -8.3% | -27.6% | +19.2% | -5.0% |
| 3M | -5.4% | -17.5% | +12.1% | -3.6% |
| 6M | +0.8% | -21.3% | +22.1% | +2.8% |
| YTD | +31.8% | -8.5% | +40.3% | +34.2% |
| All | +28.4% | +9.9% | +18.6% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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