-10.0%
BA vs BLK
-2.0%
-8.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.4% |
| 7D | -2.7% | -5.2% | +2.5% | -0.7% |
| 30D | -12.2% | -7.0% | -5.1% | -9.7% |
| 3M | -2.0% | +5.7% | -7.7% | -3.7% |
| 6M | -6.0% | +11.0% | -17.0% | -8.4% |
| YTD | -5.7% | +0.9% | -6.6% | -7.6% |
| 1Y | -10.0% | -1.6% | -8.4% | -10.5% |
| All | -10.0% | -2.0% | -8.0% | -10.5% |
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