+19.5%
BKUI vs SPY
+83.6%
-64.1%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | 0.0% |
| 7D | 0.0% | -0.9% | +0.9% | 0.0% |
| 30D | 0.0% | -2.4% | +2.3% | 0.0% |
| 3M | +0.4% | -1.2% | +1.5% | +0.4% |
| 6M | +1.3% | +3.3% | -2.0% | +1.3% |
| YTD | +2.5% | +12.3% | -9.8% | +2.4% |
| 1Y | +3.1% | +12.4% | -9.3% | +3.1% |
| 3Y | +15.0% | +78.8% | -63.8% | +14.7% |
| 5Y | +19.8% | +75.2% | -55.4% | +19.4% |
| All | +19.5% | +83.6% | -64.1% | +19.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling