+12.3%
BKV vs SPY
+17.1%
-4.8%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.7% |
| 7D | -5.1% | -2.0% | -3.1% | -4.6% |
| 30D | -5.8% | -1.7% | -4.2% | -5.4% |
| 3M | -3.3% | +4.7% | -8.0% | -5.0% |
| 6M | -13.8% | +12.5% | -26.3% | -17.3% |
| YTD | -8.1% | +11.7% | -19.8% | -11.8% |
| All | +12.3% | +17.1% | -4.8% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling