+76.1%
BKR vs HCA
+1,718.5%
-1,642.4%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.5% | -6.6% |
| 7D | -6.7% | +2.9% | -9.6% | -7.6% |
| 30D | -8.3% | +2.4% | -10.7% | -9.3% |
| 3M | -5.4% | +13.0% | -18.4% | -10.3% |
| 6M | +0.8% | -21.4% | +22.2% | +8.0% |
| YTD | +31.8% | -9.5% | +41.3% | +33.6% |
| 1Y | +28.6% | +7.5% | +21.0% | +21.7% |
| 3Y | +71.2% | +57.6% | +13.6% | +35.3% |
| 5Y | +179.2% | +71.1% | +108.1% | +105.0% |
| 10Y | +124.0% | +498.8% | -374.8% | -1.6% |
| All | +76.1% | +1,718.5% | -1,642.4% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling