+71.2%
BKR vs VSXY
+352.7%
-281.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -0.8% |
| 7D | -7.0% | +0.1% | -7.1% | -7.0% |
| 30D | -8.1% | -18.7% | +10.6% | -6.8% |
| 3M | -6.6% | -4.0% | -2.6% | -6.6% |
| 6M | +0.9% | +67.5% | -66.6% | -4.6% |
| YTD | +31.1% | +39.7% | -8.6% | +25.6% |
| 1Y | +27.7% | +180.0% | -152.3% | +14.0% |
| 3Y | +71.2% | +337.3% | -266.1% | +41.7% |
| All | +71.2% | +352.7% | -281.5% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 3y: compounded portfolio wealth divided by compounded VSXY 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…
3y analysis · Full analysis span regression · 6 months rolling