+120.2%
BKR vs BDX
+59.3%
+60.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -7.0% | -3.2% | -3.8% | -6.1% |
| 30D | -8.1% | -2.5% | -5.6% | -7.5% |
| 3M | -6.6% | +21.4% | -28.0% | -12.2% |
| 6M | +0.9% | +10.4% | -9.6% | -2.7% |
| YTD | +31.1% | +18.8% | +12.3% | +23.4% |
| 1Y | +27.7% | +21.7% | +6.0% | +19.1% |
| 3Y | +71.2% | -10.0% | +81.2% | +74.0% |
| 5Y | +177.6% | -1.8% | +179.4% | +169.7% |
| All | +120.2% | +59.3% | +60.9% | +87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 10y: compounded portfolio wealth divided by compounded BDX 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…
10y analysis · Full analysis span regression · 6 months rolling