+9.7%
BKR vs WELL
+37.3%
-27.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.8% | -8.4% | -5.0% |
| 7D | -8.8% | +9.2% | -17.9% | -7.2% |
| 30D | -13.1% | +10.6% | -23.7% | -11.7% |
| 3M | -18.9% | +7.5% | -26.4% | -17.9% |
| 6M | -27.2% | +15.0% | -42.3% | -25.6% |
| YTD | +10.7% | +35.0% | -24.4% | +12.3% |
| 1Y | +9.7% | +36.5% | -26.8% | +11.3% |
| All | +9.7% | +37.3% | -27.6% | +11.3% |
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