+120.2%
BKR vs SNPS
+585.4%
-465.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -7.0% | +0.9% | -7.9% | -7.2% |
| 30D | -8.1% | -3.6% | -4.5% | -7.7% |
| 3M | -6.6% | -12.9% | +6.3% | -3.9% |
| 6M | +0.9% | -8.2% | +9.1% | +1.8% |
| YTD | +31.1% | -15.4% | +46.5% | +34.4% |
| 1Y | +27.7% | -9.3% | +37.0% | +27.4% |
| 3Y | +71.2% | -14.0% | +85.2% | +58.1% |
| 5Y | +177.6% | +19.5% | +158.1% | +117.5% |
| All | +120.2% | +585.4% | -465.2% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 10y: compounded portfolio wealth divided by compounded SNPS 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…
10y analysis · Full analysis span regression · 6 months rolling