+113.2%
WDC vs BKR
+5.7%
+107.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -5.5% | -1.2% | -3.7% |
| 7D | -18.3% | -8.8% | -9.5% | -14.0% |
| 30D | -26.7% | -13.1% | -13.6% | -21.2% |
| 3M | -40.9% | -18.9% | -22.0% | -34.2% |
| 6M | -26.8% | -27.2% | +0.5% | -13.8% |
| YTD | +88.2% | +10.7% | +77.5% | +84.6% |
| 1Y | +113.2% | +9.7% | +103.5% | +97.5% |
| All | +113.2% | +5.7% | +107.5% | +97.5% |
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