+0.8%
BKR vs SPXU
-28.5%
+29.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.8% | -8.5% | -6.3% |
| 7D | -6.7% | +6.4% | -13.0% | -5.6% |
| 30D | -8.3% | +5.9% | -14.3% | -7.3% |
| 3M | -5.4% | -11.7% | +6.3% | -7.8% |
| 6M | +0.8% | -28.7% | +29.5% | -4.0% |
| All | +0.8% | -28.5% | +29.3% | -4.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling