+171.6%
BKR vs HUBS
-66.4%
+238.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.6% |
| 7D | -7.0% | -9.0% | +2.0% | -6.4% |
| 30D | -8.1% | +7.2% | -15.4% | -8.7% |
| 3M | -6.6% | +20.9% | -27.5% | -8.6% |
| 6M | +0.9% | -13.0% | +13.9% | +0.6% |
| YTD | +31.1% | -43.8% | +74.9% | +36.2% |
| 1Y | +27.7% | -54.6% | +82.3% | +35.7% |
| 3Y | +71.2% | -58.5% | +129.7% | +81.9% |
| All | +171.6% | -66.4% | +238.0% | +181.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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