+171.6%
BKR vs IDXX
-26.5%
+198.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -7.0% | -5.7% | -1.3% | -6.0% |
| 30D | -8.1% | -11.5% | +3.4% | -6.2% |
| 3M | -6.6% | -9.5% | +2.9% | -5.2% |
| 6M | +0.9% | -16.0% | +16.8% | +3.6% |
| YTD | +31.1% | -25.4% | +56.5% | +37.3% |
| 1Y | +27.7% | -21.8% | +49.5% | +32.2% |
| 3Y | +71.2% | +7.0% | +64.2% | +61.4% |
| All | +171.6% | -26.5% | +198.1% | +135.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling