+71.2%
BKR vs HUM
-9.4%
+80.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.8% | -0.7% |
| 7D | -7.0% | +2.1% | -9.0% | -7.1% |
| 30D | -8.1% | +5.4% | -13.5% | -8.5% |
| 3M | -6.6% | +11.4% | -18.0% | -7.4% |
| 6M | +0.9% | +141.5% | -140.6% | -6.3% |
| YTD | +31.1% | +61.2% | -30.1% | +25.7% |
| 1Y | +27.7% | +49.2% | -21.4% | +23.1% |
| 3Y | +71.2% | -9.0% | +80.3% | +50.4% |
| All | +71.2% | -9.4% | +80.6% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 3y: compounded portfolio wealth divided by compounded HUM 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…
3y analysis · Full analysis span regression · 6 months rolling