+1,607.1%
AMAT vs BKR
+126.6%
+1,480.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -6.7% | +3.5% | -0.6% |
| 7D | +4.2% | -6.7% | +10.8% | +7.0% |
| 30D | -13.5% | -8.3% | -5.2% | -10.7% |
| 3M | -8.6% | -5.4% | -3.2% | -6.9% |
| 6M | +31.6% | +0.8% | +30.8% | +30.8% |
| YTD | +77.3% | +31.8% | +45.4% | +58.6% |
| 1Y | +179.4% | +28.6% | +150.8% | +151.7% |
| 3Y | +215.0% | +71.2% | +143.8% | +150.4% |
| 5Y | +245.8% | +179.2% | +66.6% | +118.7% |
| All | +1,607.1% | +126.6% | +1,480.5% | +808.0% |
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 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