+1,616.4%
AMAT vs BKR
+125.3%
+1,491.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | +0.4% | -7.0% | +7.4% | +3.2% |
| 30D | -16.6% | -8.1% | -8.5% | -13.9% |
| 3M | -17.3% | -6.6% | -10.7% | -15.4% |
| 6M | +30.3% | +0.9% | +29.5% | +29.5% |
| YTD | +78.3% | +31.1% | +47.2% | +59.8% |
| 1Y | +169.8% | +27.7% | +142.1% | +143.7% |
| 3Y | +218.5% | +71.2% | +147.3% | +153.2% |
| 5Y | +247.7% | +177.6% | +70.0% | +120.3% |
| All | +1,616.4% | +125.3% | +1,491.1% | +815.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling