+59.7%
BKD vs SPY
+17.2%
+42.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.7% |
| 7D | +2.2% | -2.0% | +4.2% | +3.0% |
| 30D | -2.8% | -1.7% | -1.1% | -2.2% |
| 3M | -6.9% | +4.7% | -11.6% | -8.7% |
| 6M | -14.8% | +12.5% | -27.3% | -21.2% |
| YTD | +13.1% | +11.7% | +1.3% | +4.8% |
| 1Y | +59.7% | +17.5% | +42.2% | +42.4% |
| All | +59.7% | +17.2% | +42.5% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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