-82.2%
BAK price history and return analytics
+221.4%
-303.6%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.3% |
| 7D | +16.4% | +1.0% | +15.4% | +14.7% |
| 30D | -16.2% | -0.2% | -15.9% | -15.8% |
| 3M | -45.6% | +4.5% | -50.2% | -49.5% |
| 6M | -60.9% | +14.1% | -75.0% | -68.2% |
| YTD | -34.9% | +14.8% | -49.7% | -47.2% |
| 1Y | -46.5% | +21.2% | -67.7% | -59.9% |
| 3Y | -80.1% | +76.6% | -156.7% | -91.6% |
| 5Y | -90.7% | +66.6% | -157.3% | -95.7% |
| 10Y | -82.2% | +222.3% | -304.5% | -97.2% |
| All | -82.2% | +221.4% | -303.6% | -97.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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