+9.7%
BKR vs HCA
+11.2%
-1.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +10.3% | -15.9% | -3.3% |
| 7D | -8.8% | +10.2% | -19.0% | -6.6% |
| 30D | -13.1% | +17.4% | -30.5% | -10.1% |
| 3M | -18.9% | +27.7% | -46.6% | -15.1% |
| 6M | -27.2% | +20.0% | -47.2% | -23.5% |
| YTD | +10.7% | +10.0% | +0.7% | +15.1% |
| 1Y | +9.7% | +9.0% | +0.6% | +14.5% |
| All | +9.7% | +11.2% | -1.5% | +14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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