+46.2%
GOOGL vs BLK
+3.3%
+42.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.3% | -3.6% | +1.3% | -0.9% |
| 30D | -6.6% | -1.0% | -5.6% | -6.2% |
| 3M | -8.9% | +10.4% | -19.3% | -12.3% |
| 6M | +11.9% | +8.2% | +3.7% | +7.5% |
| YTD | +8.3% | +6.0% | +2.3% | +4.5% |
| 1Y | +46.2% | +3.3% | +42.9% | +44.5% |
| All | +46.2% | +3.3% | +42.9% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 1y: compounded portfolio wealth divided by compounded BLK 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…
1y analysis · Full analysis span regression · 6 months rolling