+3.3%
BLK vs BB
+105.3%
-102.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.6% | -5.6% | +2.0% | -3.2% |
| 30D | -1.0% | -11.8% | +10.8% | -0.2% |
| 3M | +10.4% | -25.5% | +35.9% | +12.0% |
| 6M | +8.2% | +121.3% | -113.1% | -9.4% |
| YTD | +6.0% | +103.2% | -97.1% | -9.8% |
| 1Y | +3.3% | +102.6% | -99.3% | -12.1% |
| All | +3.3% | +105.3% | -102.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 1y: compounded portfolio wealth divided by compounded BB 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…
1y analysis · Full analysis span regression · 6 months rolling