+171.6%
BKR vs HUM
+6.5%
+165.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.8% | -0.8% |
| 7D | -7.0% | +2.1% | -9.0% | -7.2% |
| 30D | -8.1% | +5.4% | -13.5% | -8.5% |
| 3M | -6.6% | +11.4% | -18.0% | -7.6% |
| 6M | +0.9% | +141.5% | -140.6% | -7.6% |
| YTD | +31.1% | +61.2% | -30.1% | +24.6% |
| 1Y | +27.7% | +49.2% | -21.4% | +22.1% |
| 3Y | +71.2% | -9.0% | +80.3% | +67.6% |
| All | +171.6% | +6.5% | +165.1% | +158.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling