+564.8%
BKR vs HAS
+3,598.5%
-3,033.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +1.7% | -1.8% | +3.6% | +2.2% |
| 30D | +3.3% | +2.3% | +1.1% | +2.7% |
| 3M | -3.6% | +10.4% | -14.0% | -6.3% |
| 6M | +5.0% | -3.2% | +8.3% | +4.9% |
| YTD | +40.9% | +15.4% | +25.5% | +34.3% |
| 1Y | +39.2% | +18.8% | +20.4% | +31.6% |
| 3Y | +83.7% | +43.9% | +39.8% | +61.2% |
| 5Y | +207.5% | +13.9% | +193.6% | +180.9% |
| 10Y | +136.3% | +56.4% | +79.9% | +91.3% |
| All | +564.8% | +3,598.5% | -3,033.7% | +199.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling