+765.4%
BKR vs SNPS
+5,418.9%
-4,653.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -1.5% | -5.5% | +3.9% | -0.5% |
| 30D | -0.7% | -4.5% | +3.8% | -0.1% |
| 3M | +0.5% | -15.5% | +16.0% | +3.4% |
| 6M | +6.6% | -10.1% | +16.7% | +8.0% |
| YTD | +41.3% | -16.3% | +57.5% | +44.4% |
| 1Y | +42.2% | -34.9% | +77.1% | +48.5% |
| 3Y | +83.4% | -14.4% | +97.8% | +77.9% |
| 5Y | +203.6% | +17.9% | +185.7% | +170.5% |
| 10Y | +139.9% | +574.2% | -434.3% | +51.0% |
| All | +765.4% | +5,418.9% | -4,653.5% | +280.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling