+518.3%
BKR vs SMTC
+71,255.7%
-70,737.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.1% | -5.7% | -1.1% |
| 7D | -7.0% | +13.1% | -20.1% | -8.2% |
| 30D | -8.1% | +19.5% | -27.6% | -10.2% |
| 3M | -6.6% | +2.2% | -8.9% | -7.9% |
| 6M | +0.9% | +94.9% | -94.0% | -7.8% |
| YTD | +31.1% | +127.0% | -95.9% | +17.5% |
| 1Y | +27.7% | +174.6% | -146.9% | +11.6% |
| 3Y | +71.2% | +615.9% | -544.7% | +28.1% |
| 5Y | +177.6% | +125.6% | +52.0% | +129.6% |
| 10Y | +122.7% | +540.5% | -417.9% | +65.0% |
| All | +518.3% | +71,255.7% | -70,737.4% | +288.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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