+1.7%
TEAM vs BKR
+28.9%
-27.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.6% | 0.0% |
| 7D | -5.2% | -7.0% | +1.8% | -6.4% |
| 30D | +15.8% | -8.1% | +23.9% | +14.1% |
| 3M | +101.5% | -6.6% | +108.1% | +99.4% |
| 6M | +138.2% | +0.9% | +137.3% | +135.6% |
| YTD | +10.8% | +31.1% | -20.3% | +5.7% |
| 1Y | +1.7% | +27.7% | -26.0% | -3.2% |
| All | +1.7% | +28.9% | -27.2% | -3.2% |
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