+11.4%
BLK vs OSCR
+93.2%
-81.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.7% | +1.3% | -3.7% |
| 7D | -0.5% | +7.8% | -8.2% | -1.2% |
| 30D | +8.5% | +2.6% | +5.9% | +8.1% |
| 3M | +3.8% | +10.2% | -6.4% | +2.3% |
| 6M | +12.8% | +84.9% | -72.1% | +2.7% |
| YTD | +11.2% | +130.9% | -119.7% | -2.3% |
| 1Y | +11.4% | +94.8% | -83.5% | -1.6% |
| All | +11.4% | +93.2% | -81.9% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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