+18,420.3%
WDC vs BKR
+572.8%
+17,847.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.5% | +1.2% |
| 7D | +7.5% | -1.5% | +9.0% | +8.0% |
| 30D | +10.1% | -0.7% | +10.7% | +10.2% |
| 3M | -6.8% | +0.5% | -7.3% | -7.1% |
| 6M | +84.1% | +6.6% | +77.5% | +79.8% |
| YTD | +180.3% | +41.3% | +139.0% | +150.1% |
| 1Y | +411.1% | +42.2% | +368.9% | +353.4% |
| 3Y | +1,375.0% | +83.4% | +1,291.6% | +1,093.9% |
| 5Y | +991.6% | +203.6% | +787.9% | +627.8% |
| 10Y | +1,309.1% | +139.9% | +1,169.1% | +838.3% |
| All | +18,420.3% | +572.8% | +17,847.5% | +8,148.9% |
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