+532.7%
BA vs BLK
+14,777.2%
-14,244.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.6% |
| 3M | -25.2% | +7.3% | -32.5% | -27.5% |
| 6M | -26.7% | +14.6% | -41.4% | -31.0% |
| YTD | -19.6% | +16.5% | -36.1% | -25.2% |
| 1Y | -10.6% | +15.4% | -25.9% | -16.5% |
| 3Y | -11.2% | +97.2% | -108.4% | -33.8% |
| 5Y | -20.4% | +43.4% | -63.8% | -33.0% |
| 10Y | +26.8% | +322.5% | -295.7% | -26.6% |
| All | +532.7% | +14,777.2% | -14,244.6% | +109.3% |
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