+795.1%
BKNG vs IDXX
+8,386.4%
-7,591.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +1.1% |
| 7D | -10.7% | -4.3% | -6.4% | -9.3% |
| 30D | -18.1% | -13.7% | -4.4% | -13.9% |
| 3M | +8.5% | -9.1% | +17.6% | +12.1% |
| 6M | -0.1% | -15.4% | +15.4% | +5.7% |
| YTD | -18.2% | -25.1% | +6.9% | -10.1% |
| 1Y | -19.9% | -20.6% | +0.7% | -14.2% |
| 3Y | +41.6% | +8.7% | +32.9% | +30.6% |
| 5Y | +93.1% | -25.7% | +118.8% | +97.8% |
| 10Y | +214.8% | +360.6% | -145.8% | +62.7% |
| All | +795.1% | +8,386.4% | -7,591.3% | +110.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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