+143.6%
BKR vs SE
+569.0%
-425.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.1% | +3.6% | 0.0% |
| 7D | -1.5% | -3.6% | +2.1% | -1.1% |
| 30D | -0.7% | -5.3% | +4.6% | -0.2% |
| 3M | +0.5% | +28.1% | -27.6% | -2.8% |
| 6M | +6.6% | +20.7% | -14.0% | +3.4% |
| YTD | +41.3% | -14.8% | +56.0% | +42.3% |
| 1Y | +42.2% | -43.6% | +85.8% | +50.2% |
| 3Y | +83.4% | +184.2% | -100.8% | +56.9% |
| 5Y | +203.6% | -66.3% | +269.9% | +221.8% |
| All | +143.6% | +569.0% | -425.4% | +48.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling