+135.9%
GOOGL vs BKR
+174.4%
-38.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.7% | +7.3% | +1.8% |
| 7D | -2.8% | -6.7% | +3.8% | -1.7% |
| 30D | -3.2% | -8.3% | +5.2% | -1.8% |
| 3M | -6.6% | -5.4% | -1.2% | -5.9% |
| 6M | +8.5% | +0.8% | +7.7% | +7.6% |
| YTD | +6.5% | +31.8% | -25.4% | 0.0% |
| 1Y | +39.4% | +28.6% | +10.8% | +31.4% |
| 3Y | +146.2% | +71.2% | +75.0% | +118.1% |
| All | +135.9% | +174.4% | -38.5% | +92.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling