+120.2%
BKR vs SCCO
+1,104.1%
-983.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | -7.0% | -2.7% | -4.3% | -5.9% |
| 30D | -8.1% | -0.7% | -7.4% | -8.4% |
| 3M | -6.6% | +8.1% | -14.7% | -11.4% |
| 6M | +0.9% | +4.1% | -3.2% | -4.7% |
| YTD | +31.1% | +41.1% | -10.0% | +3.7% |
| 1Y | +27.7% | +95.6% | -67.8% | -15.6% |
| 3Y | +71.2% | +179.3% | -108.0% | -13.7% |
| 5Y | +177.6% | +308.3% | -130.7% | +5.1% |
| All | +120.2% | +1,104.1% | -983.9% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 10y: compounded portfolio wealth divided by compounded SCCO 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…
10y analysis · Full analysis span regression · 6 months rolling