+254.0%
DELL vs BKR
-0.2%
+254.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.7% | +1.3% | -3.0% |
| 7D | -1.9% | -6.7% | +4.8% | +0.5% |
| 30D | +14.9% | -8.3% | +23.2% | +18.3% |
| 3M | +37.2% | -5.4% | +42.6% | +38.4% |
| 6M | +254.0% | +0.8% | +253.2% | +246.4% |
| All | +254.0% | -0.2% | +254.2% | +246.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling