+53,204.8%
ORLY vs BKR
+484.4%
+52,720.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.7% | +6.0% | +0.3% |
| 7D | -2.1% | -6.7% | +4.5% | -1.2% |
| 30D | -7.6% | -8.3% | +0.7% | -6.5% |
| 3M | -5.5% | -5.4% | -0.1% | -4.9% |
| 6M | -9.7% | +0.8% | -10.5% | -10.3% |
| YTD | -6.2% | +31.8% | -38.1% | -10.5% |
| 1Y | -18.6% | +28.6% | -47.2% | -22.2% |
| 3Y | +33.8% | +71.2% | -37.4% | +21.0% |
| 5Y | +116.5% | +179.2% | -62.7% | +78.0% |
| 10Y | +361.0% | +124.0% | +237.1% | +268.1% |
| All | +53,204.8% | +484.4% | +52,720.4% | +35,401.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling