+173.2%
BKR vs WELL
+203.2%
-30.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.6% | -6.6% |
| 7D | -6.7% | -2.2% | -4.4% | -6.1% |
| 30D | -8.3% | +4.7% | -13.0% | -9.5% |
| 3M | -5.4% | +11.9% | -17.3% | -8.7% |
| 6M | +0.8% | +14.3% | -13.5% | -3.6% |
| YTD | +31.8% | +28.4% | +3.5% | +21.3% |
| 1Y | +28.6% | +42.3% | -13.7% | +14.0% |
| 3Y | +71.2% | +202.6% | -131.3% | +14.0% |
| All | +173.2% | +203.2% | -30.0% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling