-53.6%
BSX vs BKR
+5.7%
-59.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -5.5% | +10.9% | +5.8% |
| 7D | +8.0% | -8.8% | +16.8% | +8.8% |
| 30D | +8.1% | -13.1% | +21.2% | +9.7% |
| 3M | -6.7% | -18.9% | +12.3% | -4.1% |
| 6M | -19.4% | -27.2% | +7.8% | -16.2% |
| YTD | -51.9% | +10.7% | -62.6% | -49.8% |
| 1Y | -53.6% | +9.7% | -63.3% | -50.7% |
| All | -53.6% | +5.7% | -59.3% | -50.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling