+209.7%
BKD vs SPY
+76.5%
+133.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | +1.8% | -0.4% | +2.2% | +2.1% |
| 30D | -11.3% | -1.4% | -9.9% | -10.3% |
| 3M | -5.6% | +3.7% | -9.3% | -8.8% |
| 6M | -16.0% | +13.0% | -29.0% | -25.3% |
| YTD | +12.5% | +12.4% | +0.1% | +0.3% |
| 1Y | +59.3% | +18.5% | +40.8% | +34.6% |
| All | +209.7% | +76.5% | +133.1% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling