+16,258.7%
STX vs BKR
+294.6%
+15,964.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.7% | +4.0% | -0.3% |
| 7D | +8.0% | -6.7% | +14.6% | +10.6% |
| 30D | +5.1% | -8.3% | +13.4% | +8.3% |
| 3M | +5.8% | -5.4% | +11.2% | +7.8% |
| 6M | +124.9% | +0.8% | +124.1% | +123.6% |
| YTD | +213.9% | +31.8% | +182.1% | +183.2% |
| 1Y | +350.4% | +28.6% | +321.8% | +308.3% |
| 3Y | +1,314.2% | +71.2% | +1,243.0% | +1,034.0% |
| 5Y | +1,092.8% | +179.2% | +913.6% | +668.2% |
| 10Y | +3,522.4% | +124.0% | +3,398.5% | +2,113.5% |
| All | +16,258.7% | +294.6% | +15,964.1% | +6,973.9% |
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