+289.3%
INTC vs BKR
+42.5%
+246.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.2% | +4.7% | +4.7% |
| 7D | +7.1% | +1.7% | +5.3% | +5.7% |
| 30D | -5.2% | +3.3% | -8.6% | -7.9% |
| 3M | -14.3% | -3.6% | -10.7% | -11.4% |
| 6M | +110.2% | +5.0% | +105.1% | +106.3% |
| YTD | +159.6% | +40.9% | +118.7% | +105.2% |
| 1Y | +289.3% | +39.2% | +250.0% | +203.0% |
| All | +289.3% | +42.5% | +246.8% | +203.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling