+171.6%
BKR vs UUUU
+79.1%
+92.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | +0.1% |
| 7D | -7.0% | -10.5% | +3.5% | -5.5% |
| 30D | -8.1% | -10.5% | +2.4% | -6.9% |
| 3M | -6.6% | -14.1% | +7.5% | -5.3% |
| 6M | +0.9% | -35.5% | +36.3% | +5.1% |
| YTD | +31.1% | -10.9% | +42.0% | +27.4% |
| 1Y | +27.7% | +3.4% | +24.4% | +17.3% |
| 3Y | +71.2% | +73.1% | -1.9% | +32.9% |
| All | +171.6% | +79.1% | +92.5% | +98.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling