+39.2%
BKR vs IDXX
-16.0%
+55.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.3% |
| 7D | +1.7% | -3.5% | +5.3% | +2.0% |
| 30D | +3.3% | -8.4% | +11.8% | +3.9% |
| 3M | -3.6% | -5.2% | +1.6% | -3.2% |
| 6M | +5.0% | -17.5% | +22.5% | +6.6% |
| YTD | +40.9% | -20.9% | +61.8% | +43.1% |
| 1Y | +39.2% | -16.4% | +55.6% | +40.6% |
| All | +39.2% | -16.0% | +55.3% | +40.6% |
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