+9.7%
BKR vs SHEL
+43.6%
-34.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.2% | -3.3% | -4.6% |
| 7D | -8.8% | -3.2% | -5.6% | -7.4% |
| 30D | -13.1% | +5.5% | -18.6% | -15.0% |
| 3M | -18.9% | +14.4% | -33.3% | -23.6% |
| 6M | -27.2% | +16.2% | -43.4% | -32.3% |
| YTD | +10.7% | +42.4% | -31.7% | -6.9% |
| 1Y | +9.7% | +43.3% | -33.6% | -8.0% |
| All | +9.7% | +43.6% | -34.0% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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