+171.6%
BKR vs SPXU
-86.1%
+257.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -1.2% |
| 7D | -7.0% | +2.5% | -9.5% | -6.3% |
| 30D | -8.1% | +4.2% | -12.3% | -7.0% |
| 3M | -6.6% | -9.3% | +2.6% | -8.8% |
| 6M | +0.9% | -30.7% | +31.6% | -7.7% |
| YTD | +31.1% | -28.1% | +59.2% | +21.7% |
| 1Y | +27.7% | -35.2% | +63.0% | +15.8% |
| 3Y | +71.2% | -79.9% | +151.2% | +24.3% |
| All | +171.6% | -86.1% | +257.7% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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