+1,283.9%
STX vs BKR
+68.5%
+1,215.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.2% | -3.5% |
| 7D | -2.3% | -7.0% | +4.7% | +0.5% |
| 30D | -5.5% | -8.1% | +2.7% | -2.4% |
| 3M | -4.3% | -6.6% | +2.3% | -2.1% |
| 6M | +115.6% | +0.9% | +114.8% | +113.9% |
| YTD | +202.2% | +31.1% | +171.1% | +174.9% |
| 1Y | +325.3% | +27.7% | +297.6% | +288.5% |
| 3Y | +1,283.9% | +71.2% | +1,212.7% | +1,072.2% |
| All | +1,283.9% | +68.5% | +1,215.4% | +1,072.2% |
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