+72.2%
BKR vs SN
+349.8%
-277.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.0% | -2.7% | -5.9% |
| 7D | -6.7% | -7.2% | +0.5% | -5.4% |
| 30D | -8.3% | -13.4% | +5.0% | -6.1% |
| 3M | -5.4% | +26.8% | -32.2% | -10.1% |
| 6M | +0.8% | +44.6% | -43.8% | -7.2% |
| YTD | +31.8% | +45.3% | -13.4% | +20.9% |
| 1Y | +28.6% | +40.1% | -11.5% | +18.4% |
| All | +72.2% | +349.8% | -277.6% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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