+179.2%
BKR vs TT
+143.7%
+35.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.4% |
| 7D | -6.7% | -1.0% | -5.7% | -6.4% |
| 30D | -8.3% | -8.9% | +0.6% | -5.8% |
| 3M | -5.4% | -1.8% | -3.6% | -5.3% |
| 6M | +0.8% | +1.9% | -1.1% | -0.4% |
| YTD | +31.8% | +13.8% | +18.0% | +25.8% |
| 1Y | +28.6% | +6.1% | +22.4% | +25.0% |
| 3Y | +71.2% | +119.6% | -48.3% | +38.9% |
| 5Y | +179.2% | +145.9% | +33.4% | +115.9% |
| All | +179.2% | +143.7% | +35.5% | +115.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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