+126.1%
BKR vs SE
+553.8%
-427.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.8% | -0.4% |
| 7D | -7.0% | -5.2% | -1.8% | -6.4% |
| 30D | -8.1% | -17.1% | +9.0% | -6.2% |
| 3M | -6.6% | +24.0% | -30.6% | -9.3% |
| 6M | +0.9% | +21.0% | -20.1% | -2.2% |
| YTD | +31.1% | -16.7% | +47.8% | +32.4% |
| 1Y | +27.7% | -45.9% | +73.6% | +35.6% |
| 3Y | +71.2% | +177.8% | -106.6% | +46.8% |
| 5Y | +177.6% | -67.4% | +245.0% | +195.5% |
| All | +126.1% | +553.8% | -427.7% | +38.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling