+358.3%
DELL vs BKR
+28.9%
+329.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.6% | +12.5% | +12.1% |
| 7D | +8.2% | -7.0% | +15.2% | +10.3% |
| 30D | +17.1% | -8.1% | +25.2% | +19.6% |
| 3M | +45.2% | -6.6% | +51.8% | +46.5% |
| 6M | +286.8% | +0.9% | +285.9% | +284.1% |
| YTD | +354.8% | +31.1% | +323.7% | +350.7% |
| 1Y | +358.3% | +27.7% | +330.6% | +367.6% |
| All | +358.3% | +28.9% | +329.4% | +367.6% |
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