+57.4%
INTC vs BKR
+5.7%
+51.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.5% | +1.8% | -0.4% |
| 7D | -39.0% | -8.8% | -30.2% | -35.6% |
| 30D | -49.8% | -13.1% | -36.8% | -45.7% |
| 3M | -42.2% | -18.9% | -23.3% | -34.8% |
| 6M | -39.2% | -27.2% | -11.9% | -25.4% |
| YTD | +57.9% | +10.7% | +47.2% | +54.3% |
| 1Y | +57.4% | +9.7% | +47.7% | +53.3% |
| All | +57.4% | +5.7% | +51.7% | +53.3% |
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