+120.2%
BKR vs LULU
+53.6%
+66.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -1.0% |
| 7D | -7.0% | -1.6% | -5.4% | -6.7% |
| 30D | -8.1% | -18.1% | +10.0% | -4.9% |
| 3M | -6.6% | -18.8% | +12.1% | -3.5% |
| 6M | +0.9% | -39.2% | +40.1% | +9.8% |
| YTD | +31.1% | -52.4% | +83.5% | +49.8% |
| 1Y | +27.7% | -40.3% | +68.0% | +38.4% |
| 3Y | +71.2% | -75.1% | +146.3% | +115.1% |
| 5Y | +177.6% | -76.7% | +254.4% | +244.3% |
| All | +120.2% | +53.6% | +66.6% | +86.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling