+120.2%
BKR vs HAL
+4.5%
+115.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.2% |
| 7D | -7.0% | -3.3% | -3.7% | -4.9% |
| 30D | -8.1% | +8.2% | -16.3% | -12.6% |
| 3M | -6.6% | -9.4% | +2.8% | -1.2% |
| 6M | +0.9% | +0.6% | +0.2% | -0.2% |
| YTD | +31.1% | +28.6% | +2.5% | +10.9% |
| 1Y | +27.7% | +63.9% | -36.2% | -8.1% |
| 3Y | +71.2% | -7.1% | +78.3% | +71.6% |
| 5Y | +177.6% | +102.3% | +75.3% | +66.1% |
| All | +120.2% | +4.5% | +115.6% | +64.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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