+20,419.5%
TXN vs BKR
+528.0%
+19,891.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | +0.5% |
| 7D | +2.0% | -6.7% | +8.6% | +3.6% |
| 30D | -8.0% | -8.3% | +0.4% | -6.1% |
| 3M | -7.8% | -5.4% | -2.4% | -6.8% |
| 6M | +32.4% | +0.8% | +31.6% | +31.7% |
| YTD | +51.7% | +31.8% | +19.8% | +41.5% |
| 1Y | +44.3% | +28.6% | +15.7% | +35.1% |
| 3Y | +71.3% | +71.2% | 0.0% | +47.9% |
| 5Y | +56.4% | +179.2% | -122.8% | +17.2% |
| 10Y | +410.2% | +124.0% | +286.3% | +270.8% |
| All | +20,419.5% | +528.0% | +19,891.5% | +9,447.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling