+63.1%
BKR vs XHB
+157.1%
-94.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -5.4% |
| 7D | -6.7% | -5.2% | -1.4% | -3.9% |
| 30D | -8.3% | -12.1% | +3.8% | -1.8% |
| 3M | -5.4% | -6.2% | +0.8% | -3.1% |
| 6M | +0.8% | -6.7% | +7.5% | +2.7% |
| YTD | +31.8% | -5.5% | +37.3% | +33.0% |
| 1Y | +28.6% | -15.6% | +44.2% | +37.5% |
| 3Y | +71.2% | +22.0% | +49.2% | +44.4% |
| 5Y | +179.2% | +31.8% | +147.4% | +116.2% |
| 10Y | +124.0% | +208.1% | -84.1% | +5.8% |
| All | +63.1% | +157.1% | -94.0% | -39.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling