-6.7%
SMH vs BKR
-7.3%
+0.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-06-11 to 2026-09-11.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.0% | +1.6% |
| 7D | +0.3% | -7.0% | +7.3% | +1.9% |
| 30D | -2.8% | -8.1% | +5.3% | -1.0% |
| 3M | -6.7% | -6.6% | -0.1% | -5.7% |
| All | -6.7% | -7.3% | +0.6% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 2026-06-11 to 2026-09-11: compounded portfolio wealth divided by compounded BKR 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…
2026-06-11 to 2026-09-11 analysis · Full analysis span regression · Available span rolling