+2.3%
BKR vs IDXX
-5.1%
+7.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.8% | +2.8% | +3.6% |
| 7D | -13.3% | +22.6% | -36.0% | -12.6% |
| 30D | -13.6% | +33.4% | -47.0% | -13.7% |
| 3M | -23.4% | +14.6% | -38.0% | -22.5% |
| 6M | -27.9% | +16.7% | -44.6% | -27.0% |
| YTD | +6.3% | -0.1% | +6.3% | +9.9% |
| 1Y | +2.3% | -5.3% | +7.6% | +7.1% |
| All | +2.3% | -5.1% | +7.4% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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