+27.7%
BKR vs HCA
+8.6%
+19.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -1.9% | -0.4% |
| 7D | -7.0% | +5.4% | -12.4% | -6.2% |
| 30D | -8.1% | +3.0% | -11.1% | -7.6% |
| 3M | -6.6% | +13.0% | -19.6% | -4.9% |
| 6M | +0.9% | -20.3% | +21.1% | +1.1% |
| YTD | +31.1% | -8.2% | +39.3% | +31.5% |
| 1Y | +27.7% | +6.7% | +21.0% | +25.1% |
| All | +27.7% | +8.6% | +19.1% | +25.1% |
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