+521.9%
BKR vs HPQ
+3,077.5%
-2,555.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.0% | -7.7% | -6.9% |
| 7D | -6.7% | +3.5% | -10.2% | -7.6% |
| 30D | -8.3% | +13.7% | -22.0% | -11.8% |
| 3M | -5.4% | +33.9% | -39.2% | -13.2% |
| 6M | +0.8% | +80.9% | -80.1% | -16.0% |
| YTD | +31.8% | +52.6% | -20.7% | +14.7% |
| 1Y | +28.6% | +21.2% | +7.3% | +18.5% |
| 3Y | +71.2% | +26.9% | +44.3% | +52.8% |
| 5Y | +179.2% | +41.1% | +138.1% | +137.2% |
| 10Y | +124.0% | +229.6% | -105.6% | +53.0% |
| All | +521.9% | +3,077.5% | -2,555.7% | +162.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling