+39.2%
BKR vs WELL
+42.4%
-3.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.8% | -0.5% |
| 7D | +1.7% | -0.8% | +2.5% | +1.7% |
| 30D | +3.3% | -0.1% | +3.4% | +3.4% |
| 3M | -3.6% | +18.0% | -21.6% | -2.9% |
| 6M | +5.0% | +15.0% | -10.0% | +6.2% |
| YTD | +40.9% | +28.6% | +12.3% | +43.2% |
| 1Y | +39.2% | +42.9% | -3.7% | +42.9% |
| All | +39.2% | +42.4% | -3.2% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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