+120.2%
BKR vs HPQ
+259.7%
-139.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.4% | -9.0% | -3.9% |
| 7D | -7.0% | +9.8% | -16.7% | -10.6% |
| 30D | -8.1% | +22.4% | -30.5% | -15.9% |
| 3M | -6.6% | +45.2% | -51.8% | -20.9% |
| 6M | +0.9% | +96.4% | -95.6% | -26.9% |
| YTD | +31.1% | +65.4% | -34.3% | +2.0% |
| 1Y | +27.7% | +31.6% | -3.9% | +9.1% |
| 3Y | +71.2% | +37.0% | +34.2% | +36.3% |
| 5Y | +177.6% | +53.0% | +124.6% | +94.6% |
| All | +120.2% | +259.7% | -139.6% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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