+222.2%
BKR vs TPR
+8,009.8%
-7,787.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.4% | +1.2% |
| 7D | +3.8% | -0.3% | +4.1% | +3.8% |
| 30D | -10.3% | +15.1% | -25.4% | -14.8% |
| 3M | -21.7% | +3.5% | -25.2% | -23.3% |
| 6M | -23.8% | +0.4% | -24.2% | -25.3% |
| YTD | +10.3% | +4.6% | +5.7% | +5.4% |
| 1Y | +5.7% | +33.1% | -27.4% | -6.7% |
| 3Y | +52.6% | +396.0% | -343.3% | -16.4% |
| 5Y | +127.1% | +230.3% | -103.2% | +35.1% |
| 10Y | +56.5% | +368.4% | -312.0% | -26.6% |
| All | +222.2% | +8,009.8% | -7,787.6% | -7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling