-0.7%
BKR vs LULU
-30.7%
+30.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -0.3% | -7.1% | -7.4% |
| 7D | -15.2% | +1.8% | -17.0% | -15.2% |
| 30D | -19.1% | +19.4% | -38.5% | -19.3% |
| 3M | -24.8% | -9.5% | -15.3% | -24.4% |
| 6M | -31.6% | -14.2% | -17.4% | -31.1% |
| YTD | +2.5% | -46.2% | +48.8% | +5.1% |
| 1Y | -0.7% | -33.3% | +32.6% | -1.8% |
| All | -0.7% | -30.7% | +30.0% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LULU.
Daily Out/Under-Performance
Portfolio return minus LULU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LULU 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 LULU 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