+641.8%
BKR vs SPY
+3,040.6%
-2,398.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.0% |
| 7D | -6.7% | -2.0% | -4.7% | -4.6% |
| 30D | -8.3% | -1.7% | -6.7% | -6.7% |
| 3M | -5.4% | +4.7% | -10.1% | -10.2% |
| 6M | +0.8% | +12.5% | -11.7% | -11.4% |
| YTD | +31.8% | +11.7% | +20.1% | +16.7% |
| 1Y | +28.6% | +17.5% | +11.1% | +7.8% |
| 3Y | +71.2% | +76.6% | -5.3% | -7.0% |
| 5Y | +179.2% | +82.0% | +97.2% | +43.5% |
| 10Y | +124.0% | +317.1% | -193.2% | -49.7% |
| All | +641.8% | +3,040.6% | -2,398.8% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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