+37.8%
BKR vs HTZ
-66.2%
+103.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.8% | -0.3% |
| 7D | -1.5% | -10.4% | +8.9% | -1.3% |
| 30D | -0.7% | -2.4% | +1.7% | -0.7% |
| 3M | +0.5% | -60.9% | +61.4% | +1.2% |
| 6M | +6.6% | -50.2% | +56.9% | +6.7% |
| YTD | +41.3% | -59.7% | +101.0% | +41.2% |
| All | +37.8% | -66.2% | +103.9% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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