+521.7%
BA vs BLK
+14,736.0%
-14,214.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -1.1% | +3.7% | -4.8% | -2.6% |
| 30D | -7.1% | +13.9% | -21.0% | -12.2% |
| 3M | -25.5% | +3.9% | -29.5% | -26.9% |
| 6M | -28.7% | +13.0% | -41.7% | -32.4% |
| YTD | -21.0% | +16.1% | -37.1% | -26.4% |
| 1Y | -11.9% | +16.8% | -28.6% | -18.1% |
| 3Y | -16.2% | +97.7% | -113.8% | -37.6% |
| 5Y | -22.4% | +42.1% | -64.5% | -34.4% |
| 10Y | +24.5% | +321.3% | -296.8% | -27.8% |
| All | +521.7% | +14,736.0% | -14,214.3% | +105.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling