+262.8%
BKR vs HBM
+593.2%
-330.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.5% | +0.9% | -4.5% |
| 7D | -6.7% | -3.7% | -2.9% | -5.6% |
| 30D | -8.3% | -3.7% | -4.7% | -7.7% |
| 3M | -5.4% | +8.0% | -13.4% | -8.9% |
| 6M | +0.8% | +15.8% | -15.0% | -6.7% |
| YTD | +31.8% | +34.4% | -2.5% | +15.5% |
| 1Y | +28.6% | +98.2% | -69.6% | -0.7% |
| 3Y | +71.2% | +476.6% | -405.3% | -9.6% |
| 5Y | +179.2% | +331.1% | -151.9% | +50.6% |
| 10Y | +124.0% | +591.6% | -467.6% | -16.3% |
| All | +262.8% | +593.2% | -330.4% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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