+199.2%
BKR vs HTZ
-86.9%
+286.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.3% | +4.8% | -0.1% |
| 7D | -1.5% | -10.4% | +8.9% | -0.8% |
| 30D | -0.7% | -2.4% | +1.7% | -0.9% |
| 3M | +0.5% | -60.9% | +61.4% | +5.3% |
| 6M | +6.6% | -50.2% | +56.9% | +8.9% |
| YTD | +41.3% | -59.7% | +101.0% | +46.3% |
| 1Y | +42.2% | -66.0% | +108.2% | +47.9% |
| 3Y | +83.4% | -87.1% | +170.5% | +102.1% |
| All | +199.2% | -86.9% | +286.0% | +262.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling