+72.2%
BKR vs SE
+175.6%
-103.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.6% |
| 7D | -6.7% | -4.8% | -1.9% | -6.2% |
| 30D | -8.3% | -18.1% | +9.8% | -6.5% |
| 3M | -5.4% | +30.6% | -36.0% | -8.5% |
| 6M | +0.8% | +20.8% | -20.0% | -2.0% |
| YTD | +31.8% | -15.6% | +47.4% | +33.9% |
| 1Y | +28.6% | -44.2% | +72.8% | +38.1% |
| All | +72.2% | +175.6% | -103.4% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling