+164.3%
INTC vs BKR
+69.4%
+94.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.7% | +1.1% | -1.7% |
| 7D | +9.4% | -6.7% | +16.1% | +13.9% |
| 30D | +2.7% | -8.3% | +11.0% | +7.9% |
| 3M | -6.3% | -5.4% | -0.9% | -3.7% |
| 6M | +114.5% | +0.8% | +113.6% | +114.5% |
| YTD | +171.9% | +31.8% | +140.0% | +134.9% |
| 1Y | +305.0% | +28.6% | +276.4% | +254.5% |
| All | +164.3% | +69.4% | +94.9% | +99.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling