+80.0%
BKEM vs VOO
+75.9%
+4.0%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -1.3% | -2.0% | +0.7% | +0.5% |
| 30D | +1.6% | -1.7% | +3.2% | +3.1% |
| 3M | +2.4% | +4.7% | -2.4% | -1.4% |
| 6M | +13.5% | +12.6% | +1.0% | +3.7% |
| YTD | +23.4% | +11.8% | +11.6% | +13.4% |
| 1Y | +31.5% | +17.5% | +13.9% | +16.5% |
| All | +80.0% | +75.9% | +4.0% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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