+28.4%
BKR vs HAS
+19.8%
+8.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -6.8% |
| 7D | -6.7% | -3.1% | -3.6% | -6.3% |
| 30D | -8.3% | -6.4% | -2.0% | -7.6% |
| 3M | -5.4% | +10.4% | -15.8% | -6.8% |
| 6M | +0.8% | -3.7% | +4.5% | +1.0% |
| YTD | +31.8% | +12.5% | +19.4% | +20.6% |
| All | +28.4% | +19.8% | +8.7% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 1y: compounded portfolio wealth divided by compounded HAS 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…
1y analysis · Full analysis span regression · 6 months rolling