+518.3%
BKR vs HRB
+3,080.2%
-2,561.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | -7.0% | -8.0% | +1.0% | -5.1% |
| 30D | -8.1% | -16.0% | +7.8% | -4.3% |
| 3M | -6.6% | +26.9% | -33.5% | -13.1% |
| 6M | +0.9% | +51.1% | -50.3% | -11.8% |
| YTD | +31.1% | +7.1% | +24.0% | +24.7% |
| 1Y | +27.7% | -9.6% | +37.3% | +26.6% |
| 3Y | +71.2% | +25.4% | +45.8% | +52.5% |
| 5Y | +177.6% | +114.9% | +62.7% | +108.3% |
| 10Y | +122.7% | +206.4% | -83.8% | +43.5% |
| All | +518.3% | +3,080.2% | -2,561.9% | +135.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling