+228.7%
BKR vs SPXU
-100.0%
+328.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.8% | -8.5% | -5.9% |
| 7D | -6.7% | +6.4% | -13.0% | -4.2% |
| 30D | -8.3% | +5.9% | -14.3% | -6.0% |
| 3M | -5.4% | -11.7% | +6.3% | -9.6% |
| 6M | +0.8% | -28.7% | +29.5% | -10.8% |
| YTD | +31.8% | -26.4% | +58.2% | +18.9% |
| 1Y | +28.6% | -35.2% | +63.8% | +10.8% |
| 3Y | +71.2% | -79.8% | +151.0% | +2.0% |
| 5Y | +179.2% | -86.1% | +265.3% | +66.5% |
| 10Y | +124.0% | -99.5% | +223.5% | -54.7% |
| All | +228.7% | -100.0% | +328.7% | -85.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling