+120.2%
BKR vs HBAN
+163.4%
-43.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.3% | -1.0% |
| 7D | -7.0% | -1.0% | -6.0% | -6.5% |
| 30D | -8.1% | -5.6% | -2.5% | -5.3% |
| 3M | -6.6% | -1.1% | -5.5% | -6.7% |
| 6M | +0.9% | +9.9% | -9.0% | -5.4% |
| YTD | +31.1% | -0.9% | +32.0% | +29.3% |
| 1Y | +27.7% | -1.4% | +29.1% | +25.7% |
| 3Y | +71.2% | +78.2% | -7.0% | +17.2% |
| 5Y | +177.6% | +37.0% | +140.6% | +108.3% |
| All | +120.2% | +163.4% | -43.3% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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