+39.2%
BKR vs HRB
+1.1%
+38.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | -0.7% |
| 7D | +1.7% | -5.7% | +7.4% | +1.0% |
| 30D | +3.3% | +7.9% | -4.6% | +4.6% |
| 3M | -3.6% | +32.1% | -35.7% | +0.5% |
| 6M | +5.0% | +62.2% | -57.2% | +13.5% |
| YTD | +40.9% | +16.4% | +24.5% | +50.0% |
| 1Y | +39.2% | -0.3% | +39.5% | +41.0% |
| All | +39.2% | +1.1% | +38.2% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling