+71.2%
BKR vs ALNY
+23.4%
+47.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.0% | -0.6% |
| 7D | -7.0% | -6.5% | -0.4% | -6.5% |
| 30D | -8.1% | +11.0% | -19.2% | -8.9% |
| 3M | -6.6% | -14.1% | +7.4% | -6.0% |
| 6M | +0.9% | -22.4% | +23.2% | +2.4% |
| YTD | +31.1% | -37.5% | +68.6% | +36.1% |
| 1Y | +27.7% | -46.9% | +74.6% | +34.8% |
| 3Y | +71.2% | +22.1% | +49.2% | +57.5% |
| All | +71.2% | +23.4% | +47.8% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 3y: compounded portfolio wealth divided by compounded ALNY 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…
3y analysis · Full analysis span regression · 6 months rolling