+91.7%
BKNG vs BN
+32.6%
+59.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.1% |
| 7D | -10.7% | -5.9% | -4.8% | -7.8% |
| 30D | -18.1% | -15.1% | -3.0% | -10.9% |
| 3M | +8.5% | -14.6% | +23.1% | +17.6% |
| 6M | -0.1% | -8.4% | +8.4% | +4.0% |
| YTD | -18.2% | -16.8% | -1.4% | -10.9% |
| 1Y | -19.9% | -14.4% | -5.5% | -14.5% |
| 3Y | +41.6% | +70.1% | -28.5% | +0.3% |
| All | +91.7% | +32.6% | +59.1% | +60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 5y: compounded portfolio wealth divided by compounded BN 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…
5y analysis · Full analysis span regression · 6 months rolling