+71.2%
BKR vs AZN
+28.0%
+43.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.6% |
| 7D | -7.0% | -1.6% | -5.4% | -6.8% |
| 30D | -8.1% | +1.1% | -9.2% | -8.3% |
| 3M | -6.6% | -12.1% | +5.5% | -5.5% |
| 6M | +0.9% | -17.1% | +18.0% | +2.8% |
| YTD | +31.1% | -12.0% | +43.1% | +32.4% |
| 1Y | +27.7% | -0.2% | +27.9% | +27.0% |
| 3Y | +71.2% | +26.8% | +44.4% | +61.6% |
| All | +71.2% | +28.0% | +43.2% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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