+521.9%
BKR vs WELL
+18,789.4%
-18,267.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.6% | -6.6% |
| 7D | -6.7% | -2.2% | -4.4% | -5.9% |
| 30D | -8.3% | +4.7% | -13.0% | -10.0% |
| 3M | -5.4% | +11.9% | -17.3% | -9.8% |
| 6M | +0.8% | +14.3% | -13.5% | -5.1% |
| YTD | +31.8% | +28.4% | +3.5% | +18.4% |
| 1Y | +28.6% | +42.3% | -13.7% | +10.7% |
| 3Y | +71.2% | +202.6% | -131.3% | +8.5% |
| 5Y | +179.2% | +206.5% | -27.3% | +73.4% |
| 10Y | +124.0% | +356.2% | -232.2% | +12.2% |
| All | +521.9% | +18,789.4% | -18,267.5% | +69.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling