+12.8%
TEAM vs BKR
+42.5%
-29.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.4% | -2.7% |
| 7D | -0.4% | +1.7% | -2.2% | -0.1% |
| 30D | +67.3% | +3.3% | +63.9% | +68.3% |
| 3M | +86.8% | -3.6% | +90.4% | +86.0% |
| 6M | +146.8% | +5.0% | +141.8% | +147.6% |
| YTD | +16.9% | +40.9% | -24.0% | +15.6% |
| 1Y | +12.8% | +39.2% | -26.4% | +12.7% |
| All | +12.8% | +42.5% | -29.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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