+539.8%
BKR vs SUI
+4,047.2%
-3,507.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.8% |
| 7D | +3.8% | -1.5% | +5.3% | +4.4% |
| 30D | -10.3% | +3.7% | -14.0% | -12.0% |
| 3M | -21.7% | -0.4% | -21.3% | -22.1% |
| 6M | -23.8% | -2.8% | -21.0% | -23.8% |
| YTD | +10.3% | -1.6% | +11.9% | +9.4% |
| 1Y | +5.7% | -2.1% | +7.7% | +5.1% |
| 3Y | +52.6% | +18.5% | +34.2% | +37.2% |
| 5Y | +127.1% | -26.5% | +153.6% | +141.4% |
| 10Y | +56.5% | +121.6% | -65.2% | +1.5% |
| All | +539.8% | +4,047.2% | -3,507.4% | +69.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling