+171.6%
BKR vs XHB
+33.0%
+138.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.1% |
| 7D | -7.0% | -4.6% | -2.4% | -5.5% |
| 30D | -8.1% | -9.1% | +1.0% | -5.3% |
| 3M | -6.6% | -8.6% | +1.9% | -4.4% |
| 6M | +0.9% | -4.0% | +4.9% | +1.0% |
| YTD | +31.1% | -3.9% | +35.0% | +31.0% |
| 1Y | +27.7% | -16.5% | +44.2% | +34.0% |
| 3Y | +71.2% | +22.6% | +48.6% | +55.1% |
| All | +171.6% | +33.0% | +138.6% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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