+100.5%
BKR vs SPMO
+562.6%
-462.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.8% | -5.3% |
| 7D | -6.7% | +0.1% | -6.7% | -6.7% |
| 30D | -8.3% | -0.7% | -7.7% | -8.0% |
| 3M | -5.4% | +2.8% | -8.2% | -8.8% |
| 6M | +0.8% | +24.4% | -23.6% | -16.6% |
| YTD | +31.8% | +24.2% | +7.7% | +9.0% |
| 1Y | +28.6% | +24.5% | +4.1% | +5.9% |
| 3Y | +71.2% | +155.6% | -84.4% | -21.4% |
| 5Y | +179.2% | +148.2% | +31.0% | +31.0% |
| 10Y | +124.0% | +514.8% | -390.9% | -34.7% |
| All | +100.5% | +562.6% | -462.1% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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