+494.4%
TEAM vs BKR
+125.3%
+369.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | +0.2% |
| 7D | -5.2% | -7.0% | +1.8% | -4.3% |
| 30D | +15.8% | -8.1% | +23.9% | +17.0% |
| 3M | +101.5% | -6.6% | +108.1% | +102.8% |
| 6M | +138.2% | +0.9% | +137.3% | +135.9% |
| YTD | +10.8% | +31.1% | -20.3% | +4.9% |
| 1Y | +1.7% | +27.7% | -26.0% | -3.5% |
| 3Y | -16.0% | +71.2% | -87.3% | -23.9% |
| 5Y | -52.7% | +177.6% | -230.3% | -60.0% |
| All | +494.4% | +125.3% | +369.2% | +354.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling