-10.7%
BA vs BLK
+15.3%
-26.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.5% |
| 7D | -1.4% | +0.2% | -1.5% | -1.5% |
| 30D | -7.9% | +13.1% | -21.0% | -12.8% |
| 3M | -25.2% | +7.3% | -32.5% | -27.6% |
| 6M | -26.7% | +14.6% | -41.4% | -31.2% |
| YTD | -19.6% | +16.5% | -36.1% | -26.3% |
| All | -10.7% | +15.3% | -26.0% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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