+171.6%
BKR vs SYY
+23.4%
+148.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.9% |
| 7D | -7.0% | +3.9% | -10.9% | -8.0% |
| 30D | -8.1% | -1.7% | -6.4% | -7.7% |
| 3M | -6.6% | +5.2% | -11.8% | -8.2% |
| 6M | +0.9% | -0.2% | +1.1% | +0.3% |
| YTD | +31.1% | +15.4% | +15.7% | +24.3% |
| 1Y | +27.7% | +5.6% | +22.1% | +24.3% |
| 3Y | +71.2% | +28.9% | +42.3% | +53.7% |
| All | +171.6% | +23.4% | +148.2% | +139.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling