+11.7%
AMZN vs BKR
+28.9%
-17.2%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | -0.7% | -7.0% | +6.3% | +0.1% |
| 30D | -3.9% | -8.1% | +4.2% | -3.0% |
| 3M | +6.3% | -6.6% | +12.9% | +7.4% |
| 6M | +20.8% | +0.9% | +19.9% | +20.5% |
| YTD | +11.2% | +31.1% | -19.8% | +5.0% |
| 1Y | +11.7% | +27.7% | -16.0% | +6.3% |
| All | +11.7% | +28.9% | -17.2% | +6.3% |
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