+39.2%
BKR vs SE
-38.5%
+77.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.2% |
| 7D | +1.7% | -6.1% | +7.8% | +1.9% |
| 30D | +3.3% | -2.5% | +5.8% | +3.4% |
| 3M | -3.6% | +21.7% | -25.3% | -4.1% |
| 6M | +5.0% | +27.0% | -22.0% | +4.2% |
| YTD | +40.9% | -12.1% | +53.1% | +45.0% |
| 1Y | +39.2% | -40.9% | +80.1% | +51.1% |
| All | +39.2% | -38.5% | +77.7% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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