+179.2%
BKR vs ALHC
-31.9%
+211.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -6.6% |
| 7D | -6.7% | -5.8% | -0.9% | -6.5% |
| 30D | -8.3% | -3.3% | -5.0% | -8.3% |
| 3M | -5.4% | -37.9% | +32.5% | -4.5% |
| 6M | +0.8% | -29.5% | +30.3% | +1.0% |
| YTD | +31.8% | -35.4% | +67.2% | +32.4% |
| 1Y | +28.6% | -22.4% | +51.0% | +28.2% |
| 3Y | +71.2% | +146.3% | -75.1% | +61.6% |
| 5Y | +179.2% | -32.0% | +211.2% | +163.9% |
| All | +179.2% | -31.9% | +211.1% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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