+518.3%
BKR vs SU
+61,601.3%
-61,082.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.4% | -0.6% |
| 7D | -7.0% | +2.2% | -9.2% | -7.0% |
| 30D | -8.1% | +8.4% | -16.6% | -8.1% |
| 3M | -6.6% | +12.1% | -18.7% | -6.6% |
| 6M | +0.9% | +19.7% | -18.8% | +0.8% |
| YTD | +31.1% | +58.4% | -27.3% | +31.0% |
| 1Y | +27.7% | +67.2% | -39.5% | +27.6% |
| 3Y | +71.2% | +125.0% | -53.8% | +71.0% |
| 5Y | +177.6% | +355.1% | -177.4% | +177.1% |
| 10Y | +122.7% | +263.7% | -141.0% | +122.3% |
| All | +518.3% | +61,601.3% | -61,082.9% | +516.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling