+717.9%
BKR vs SUI
+4,037.5%
-3,319.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.7% | -2.8% | +4.6% | +2.9% |
| 30D | +3.3% | -1.2% | +4.5% | +3.7% |
| 3M | -3.6% | -1.7% | -1.9% | -3.4% |
| 6M | +5.0% | -10.5% | +15.5% | +8.9% |
| YTD | +40.9% | -1.8% | +42.8% | +40.8% |
| 1Y | +39.2% | -4.1% | +43.3% | +39.9% |
| 3Y | +83.7% | +11.3% | +72.5% | +69.9% |
| 5Y | +207.5% | -32.1% | +239.6% | +238.9% |
| 10Y | +136.3% | +110.4% | +25.9% | +57.1% |
| All | +717.9% | +4,037.5% | -3,319.7% | +118.4% |
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