+179.1%
HOOD vs BKR
+174.4%
+4.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.7% | +5.0% | +1.0% |
| 7D | -9.1% | -6.7% | -2.5% | -6.6% |
| 30D | +20.1% | -8.3% | +28.4% | +24.1% |
| 3M | +31.2% | -5.4% | +36.6% | +33.2% |
| 6M | +44.3% | +0.8% | +43.5% | +40.8% |
| YTD | +0.2% | +31.8% | -31.6% | -14.6% |
| 1Y | -3.5% | +28.6% | -32.1% | -16.9% |
| 3Y | +955.2% | +71.2% | +884.0% | +709.7% |
| All | +179.1% | +174.4% | +4.7% | +72.6% |
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