+24.5%
BMY vs BKR
+174.4%
-149.9%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -6.7% | +5.6% | -0.5% |
| 7D | -6.4% | -6.7% | +0.3% | -5.9% |
| 30D | +0.2% | -8.3% | +8.6% | +0.9% |
| 3M | +16.0% | -5.4% | +21.4% | +16.4% |
| 6M | +8.3% | +0.8% | +7.5% | +8.0% |
| YTD | +22.2% | +31.8% | -9.7% | +18.9% |
| 1Y | +41.7% | +28.6% | +13.1% | +38.0% |
| 3Y | +20.7% | +71.2% | -50.5% | +13.9% |
| All | +24.5% | +174.4% | -149.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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