+417.4%
WDC vs BKR
+42.5%
+374.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.2% | +6.1% | +6.0% |
| 7D | +1.7% | +1.7% | 0.0% | +0.9% |
| 30D | -10.0% | +3.3% | -13.3% | -11.6% |
| 3M | -18.8% | -3.6% | -15.2% | -17.7% |
| 6M | +79.0% | +5.0% | +74.0% | +72.9% |
| YTD | +171.6% | +40.9% | +130.6% | +141.4% |
| 1Y | +417.4% | +39.2% | +378.2% | +376.0% |
| All | +417.4% | +42.5% | +374.9% | +376.0% |
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