+318.3%
INTC vs BKR
+28.9%
+289.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +3.0% |
| 7D | +7.5% | -7.0% | +14.4% | +13.2% |
| 30D | +2.0% | -8.1% | +10.1% | +8.2% |
| 3M | -12.0% | -6.6% | -5.4% | -7.7% |
| 6M | +114.5% | +0.9% | +113.7% | +117.2% |
| YTD | +179.0% | +31.1% | +147.9% | +131.2% |
| 1Y | +318.3% | +27.7% | +290.6% | +249.7% |
| All | +318.3% | +28.9% | +289.4% | +249.7% |
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