+72.2%
BKR vs HDB
-31.0%
+103.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.6% | -6.5% |
| 7D | -6.7% | -6.2% | -0.5% | -6.0% |
| 30D | -8.3% | -6.2% | -2.1% | -7.7% |
| 3M | -5.4% | -5.9% | +0.5% | -5.2% |
| 6M | +0.8% | -25.9% | +26.7% | +4.2% |
| YTD | +31.8% | -40.2% | +72.1% | +40.6% |
| 1Y | +28.6% | -38.0% | +66.6% | +36.0% |
| All | +72.2% | -31.0% | +103.2% | +75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling