+171.6%
BKR vs LULU
-76.9%
+248.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LULU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.7% | -0.9% |
| 7D | -7.0% | -1.6% | -5.4% | -6.8% |
| 30D | -8.1% | -18.1% | +10.0% | -5.8% |
| 3M | -6.6% | -18.8% | +12.1% | -4.3% |
| 6M | +0.9% | -39.2% | +40.1% | +7.6% |
| YTD | +31.1% | -52.4% | +83.5% | +45.2% |
| 1Y | +27.7% | -40.3% | +68.0% | +35.7% |
| 3Y | +71.2% | -75.1% | +146.3% | +103.1% |
| All | +171.6% | -76.9% | +248.5% | +220.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling