+521.9%
BKR vs SYY
+4,587.2%
-4,065.3%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.9% | -7.6% | -7.0% |
| 7D | -6.7% | +1.5% | -8.2% | -7.3% |
| 30D | -8.3% | -2.3% | -6.0% | -7.6% |
| 3M | -5.4% | +5.5% | -10.9% | -7.7% |
| 6M | +0.8% | -1.0% | +1.8% | +0.1% |
| YTD | +31.8% | +14.1% | +17.7% | +23.3% |
| 1Y | +28.6% | +5.6% | +23.0% | +23.7% |
| 3Y | +71.2% | +27.9% | +43.3% | +50.2% |
| 5Y | +179.2% | +22.7% | +156.5% | +144.9% |
| 10Y | +124.0% | +113.9% | +10.0% | +55.3% |
| All | +521.9% | +4,587.2% | -4,065.3% | +124.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling