+32,991.5%
GILD vs BKR
+635.6%
+32,355.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.7% |
| 7D | -4.8% | -7.0% | +2.2% | -3.7% |
| 30D | +5.8% | -8.1% | +13.9% | +7.2% |
| 3M | +14.9% | -6.6% | +21.6% | +15.9% |
| 6M | -0.4% | +0.9% | -1.2% | -1.1% |
| YTD | +18.5% | +31.1% | -12.6% | +12.5% |
| 1Y | +25.1% | +27.7% | -2.6% | +19.0% |
| 3Y | +105.9% | +71.2% | +34.7% | +83.8% |
| 5Y | +143.0% | +177.6% | -34.7% | +94.9% |
| 10Y | +162.4% | +122.7% | +39.7% | +103.3% |
| All | +32,991.5% | +635.6% | +32,355.9% | +21,014.4% |
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 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