+120.2%
BKR vs UUUU
+465.5%
-345.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | +0.2% |
| 7D | -7.0% | -10.5% | +3.5% | -5.4% |
| 30D | -8.1% | -10.5% | +2.4% | -6.7% |
| 3M | -6.6% | -14.1% | +7.5% | -5.1% |
| 6M | +0.9% | -35.5% | +36.3% | +5.6% |
| YTD | +31.1% | -10.9% | +42.0% | +27.5% |
| 1Y | +27.7% | +3.4% | +24.4% | +17.7% |
| 3Y | +71.2% | +73.1% | -1.9% | +34.4% |
| 5Y | +177.6% | +87.1% | +90.5% | +101.5% |
| All | +120.2% | +465.5% | -345.3% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling