+120.2%
BKR vs WELL
+356.7%
-236.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -7.0% | -0.2% | -6.8% | -6.9% |
| 30D | -8.1% | +2.3% | -10.4% | -9.1% |
| 3M | -6.6% | +12.3% | -18.9% | -11.5% |
| 6M | +0.9% | +15.6% | -14.7% | -6.2% |
| YTD | +31.1% | +28.3% | +2.8% | +16.2% |
| 1Y | +27.7% | +41.9% | -14.2% | +7.9% |
| 3Y | +71.2% | +198.3% | -127.1% | +1.6% |
| 5Y | +177.6% | +206.4% | -28.8% | +59.7% |
| All | +120.2% | +356.7% | -236.6% | +9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling