+72.2%
BKR vs STT
+194.3%
-122.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.5% |
| 7D | -6.7% | -1.4% | -5.3% | -6.0% |
| 30D | -8.3% | +2.2% | -10.5% | -9.5% |
| 3M | -5.4% | +18.8% | -24.2% | -14.0% |
| 6M | +0.8% | +57.9% | -57.1% | -22.0% |
| YTD | +31.8% | +51.0% | -19.2% | +4.2% |
| 1Y | +28.6% | +77.1% | -48.6% | -7.9% |
| All | +72.2% | +194.3% | -122.1% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling