+120.2%
BKR vs HDB
+42.1%
+78.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.9% | -7.4% | -2.9% |
| 7D | -7.0% | +0.7% | -7.7% | -7.3% |
| 30D | -8.1% | +1.0% | -9.1% | -8.6% |
| 3M | -6.6% | -2.0% | -4.6% | -6.8% |
| 6M | +0.9% | -18.1% | +19.0% | +6.5% |
| YTD | +31.1% | -36.1% | +67.2% | +50.8% |
| 1Y | +27.7% | -34.0% | +61.8% | +44.9% |
| 3Y | +71.2% | -26.7% | +97.9% | +82.8% |
| 5Y | +177.6% | -33.9% | +211.5% | +202.4% |
| All | +120.2% | +42.1% | +78.1% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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