+120.2%
BKR vs SU
+267.2%
-147.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.5% |
| 7D | -7.0% | +2.2% | -9.2% | -8.3% |
| 30D | -8.1% | +8.4% | -16.6% | -12.9% |
| 3M | -6.6% | +12.1% | -18.7% | -13.8% |
| 6M | +0.9% | +19.7% | -18.8% | -11.4% |
| YTD | +31.1% | +58.4% | -27.3% | -3.9% |
| 1Y | +27.7% | +67.2% | -39.5% | -9.6% |
| 3Y | +71.2% | +125.0% | -53.8% | -1.1% |
| 5Y | +177.6% | +355.1% | -177.4% | -0.3% |
| All | +120.2% | +267.2% | -147.1% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling