+53,005.7%
DHR vs BKR
+528.0%
+52,477.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.7% | +4.6% | -0.9% |
| 7D | -5.0% | -6.7% | +1.7% | -3.8% |
| 30D | -3.3% | -8.3% | +5.0% | -1.9% |
| 3M | +9.4% | -5.4% | +14.8% | +10.1% |
| 6M | +3.2% | +0.8% | +2.3% | +2.2% |
| YTD | -12.0% | +31.8% | -43.9% | -17.0% |
| 1Y | +4.9% | +28.6% | -23.7% | -0.9% |
| 3Y | -7.4% | +71.2% | -78.6% | -17.8% |
| 5Y | -29.8% | +179.2% | -209.0% | -44.3% |
| 10Y | +209.1% | +124.0% | +85.1% | +135.5% |
| All | +53,005.7% | +528.0% | +52,477.7% | +29,136.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling