+9.7%
BKR vs SYY
+8.0%
+1.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.8% | -9.4% | -5.8% |
| 7D | -8.8% | -6.3% | -2.4% | -8.1% |
| 30D | -13.1% | +0.7% | -13.8% | -13.4% |
| 3M | -18.9% | -7.1% | -11.8% | -18.3% |
| 6M | -27.2% | +6.8% | -34.1% | -29.1% |
| YTD | +10.7% | +6.7% | +4.0% | +8.0% |
| 1Y | +9.7% | +7.5% | +2.1% | +7.1% |
| All | +9.7% | +8.0% | +1.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling