+521.9%
BKR vs HAL
+579.0%
-57.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.9% | -3.8% | -4.8% |
| 7D | -6.7% | -3.3% | -3.4% | -4.5% |
| 30D | -8.3% | +7.2% | -15.6% | -12.7% |
| 3M | -5.4% | -8.8% | +3.4% | 0.0% |
| 6M | +0.8% | +3.0% | -2.2% | -2.0% |
| YTD | +31.8% | +29.4% | +2.4% | +9.6% |
| 1Y | +28.6% | +62.8% | -34.3% | -9.4% |
| 3Y | +71.2% | -6.4% | +77.7% | +69.8% |
| 5Y | +179.2% | +103.6% | +75.6% | +57.1% |
| 10Y | +124.0% | +4.3% | +119.6% | +60.9% |
| All | +521.9% | +579.0% | -57.1% | -7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling