+255.6%
BKTI vs SPY
+3,059.5%
-2,803.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.1% | +0.9% |
| 7D | -1.0% | -0.4% | -0.6% | -0.8% |
| 30D | -2.8% | -1.4% | -1.5% | -2.2% |
| 3M | -8.9% | +3.7% | -12.6% | -10.6% |
| 6M | -15.7% | +13.0% | -28.7% | -20.5% |
| YTD | -2.3% | +12.4% | -14.7% | -7.6% |
| 1Y | +4.2% | +18.5% | -14.3% | -3.7% |
| 3Y | +499.3% | +77.6% | +421.6% | +365.5% |
| 5Y | +406.9% | +81.7% | +325.2% | +291.1% |
| 10Y | +232.9% | +319.7% | -86.8% | +76.9% |
| All | +255.6% | +3,059.5% | -2,803.9% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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