+171.6%
BKR vs TRU
-35.6%
+207.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.5% | -0.8% |
| 7D | -7.0% | -2.7% | -4.3% | -6.5% |
| 30D | -8.1% | -2.0% | -6.1% | -7.9% |
| 3M | -6.6% | +18.4% | -25.1% | -10.6% |
| 6M | +0.9% | +8.9% | -8.0% | -2.3% |
| YTD | +31.1% | -8.9% | +40.0% | +31.7% |
| 1Y | +27.7% | -15.9% | +43.6% | +30.4% |
| 3Y | +71.2% | -1.1% | +72.3% | +66.2% |
| All | +171.6% | -35.6% | +207.2% | +175.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 5y: compounded portfolio wealth divided by compounded TRU 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…
5y analysis · Full analysis span regression · 6 months rolling