+121.4%
BKR vs SUI
+102.6%
+18.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.3% |
| 7D | -6.7% | -4.1% | -2.6% | -5.4% |
| 30D | -8.3% | -3.2% | -5.2% | -7.4% |
| 3M | -5.4% | -8.4% | +3.0% | -3.0% |
| 6M | +0.8% | -14.4% | +15.2% | +5.6% |
| YTD | +31.8% | -5.5% | +37.4% | +33.4% |
| 1Y | +28.6% | -7.3% | +35.9% | +30.7% |
| 3Y | +71.2% | +9.9% | +61.3% | +60.1% |
| 5Y | +179.2% | -31.6% | +210.8% | +206.6% |
| All | +121.4% | +102.6% | +18.8% | +103.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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