+173.2%
BKR vs SE
-67.1%
+240.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.6% |
| 7D | -6.7% | -4.8% | -1.9% | -6.3% |
| 30D | -8.3% | -18.1% | +9.8% | -6.9% |
| 3M | -5.4% | +30.6% | -36.0% | -7.8% |
| 6M | +0.8% | +20.8% | -20.0% | -1.4% |
| YTD | +31.8% | -15.6% | +47.4% | +32.9% |
| 1Y | +28.6% | -44.2% | +72.8% | +34.2% |
| 3Y | +71.2% | +181.5% | -110.3% | +56.3% |
| All | +173.2% | -67.1% | +240.3% | +175.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling