+72.2%
BKR vs HAL
-7.2%
+79.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -4.9% |
| 7D | -6.7% | -3.3% | -3.4% | -4.7% |
| 30D | -8.3% | +7.2% | -15.6% | -12.3% |
| 3M | -5.4% | -8.8% | +3.4% | -0.3% |
| 6M | +0.8% | +3.0% | -2.2% | -1.6% |
| YTD | +31.8% | +29.4% | +2.4% | +11.6% |
| 1Y | +28.6% | +62.8% | -34.3% | -6.4% |
| All | +72.2% | -7.2% | +79.5% | +72.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling