+203.6%
BKR vs SUI
-33.5%
+237.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +0.9% | -0.2% |
| 7D | -1.5% | -4.3% | +2.8% | -0.6% |
| 30D | -0.7% | -2.1% | +1.5% | -0.3% |
| 3M | +0.5% | -6.1% | +6.6% | +1.6% |
| 6M | +6.6% | -12.8% | +19.4% | +9.6% |
| YTD | +41.3% | -4.6% | +45.9% | +42.0% |
| 1Y | +42.2% | -7.7% | +49.9% | +43.9% |
| 3Y | +83.4% | +10.9% | +72.5% | +74.7% |
| 5Y | +203.6% | -32.4% | +236.0% | +197.3% |
| All | +203.6% | -33.5% | +237.1% | +197.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling