+92.4%
BKR vs UUUU
-92.5%
+184.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -6.3% | -0.3% | -6.0% |
| 7D | -6.7% | -5.0% | -1.6% | -6.1% |
| 30D | -8.3% | -7.8% | -0.6% | -7.7% |
| 3M | -5.4% | -0.4% | -5.0% | -5.9% |
| 6M | +0.8% | -32.9% | +33.7% | +3.6% |
| YTD | +31.8% | -6.3% | +38.1% | +29.3% |
| 1Y | +28.6% | +7.9% | +20.7% | +22.2% |
| 3Y | +71.2% | +85.2% | -14.0% | +47.8% |
| 5Y | +179.2% | +97.0% | +82.3% | +131.7% |
| 10Y | +124.0% | +492.6% | -368.7% | +53.2% |
| All | +92.4% | -92.5% | +184.9% | +39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling