+9.7%
BKR vs SBAC
+2.4%
+7.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.8% | -11.4% | -5.7% |
| 7D | -8.8% | +5.8% | -14.6% | -9.0% |
| 30D | -13.1% | +20.8% | -33.9% | -14.0% |
| 3M | -18.9% | +4.8% | -23.7% | -19.1% |
| 6M | -27.2% | -9.1% | -18.1% | -26.7% |
| YTD | +10.7% | +3.1% | +7.6% | +12.6% |
| 1Y | +9.7% | +2.2% | +7.5% | +12.4% |
| All | +9.7% | +2.4% | +7.3% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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