+755.6%
GOOGL vs BKR
+125.3%
+630.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +1.9% |
| 7D | 0.0% | -7.0% | +7.0% | +1.5% |
| 30D | -1.4% | -8.1% | +6.7% | +0.3% |
| 3M | -5.3% | -6.6% | +1.3% | -4.2% |
| 6M | +9.8% | +0.9% | +8.9% | +8.8% |
| YTD | +8.4% | +31.1% | -22.7% | +1.0% |
| 1Y | +41.2% | +27.7% | +13.5% | +32.1% |
| 3Y | +149.6% | +71.2% | +78.4% | +115.7% |
| 5Y | +142.6% | +177.6% | -35.1% | +82.1% |
| All | +755.6% | +125.3% | +630.3% | +468.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling