+19.3%
BKUI vs SPY
+85.7%
-66.4%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +0.3% | +0.1% | +0.2% | +0.3% |
| 3M | +0.8% | +2.0% | -1.2% | +0.8% |
| 6M | +1.6% | +13.0% | -11.4% | +1.6% |
| YTD | +2.3% | +13.5% | -11.3% | +2.2% |
| 1Y | +3.8% | +20.0% | -16.2% | +3.7% |
| 3Y | +15.8% | +77.2% | -61.4% | +15.5% |
| 5Y | +19.3% | +81.9% | -62.6% | +18.9% |
| All | +19.3% | +85.7% | -66.4% | +18.9% |
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