+76.8%
BKR vs SN
+447.8%
-371.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.4% |
| 7D | -7.0% | -7.3% | +0.3% | -5.9% |
| 30D | -8.1% | -13.6% | +5.5% | -6.2% |
| 3M | -6.6% | +18.6% | -25.2% | -9.4% |
| 6M | +0.9% | +46.0% | -45.1% | -5.8% |
| YTD | +31.1% | +43.7% | -12.6% | +22.5% |
| 1Y | +27.7% | +39.2% | -11.5% | +19.5% |
| 3Y | +71.2% | +306.5% | -235.3% | +43.6% |
| All | +76.8% | +447.8% | -371.1% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling