-93.6%
BAK price history and return analytics
+53.4%
-147.0%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.6% |
| 7D | -6.0% | -2.3% | -3.7% | -3.3% |
| 30D | -38.4% | -5.0% | -33.5% | -34.7% |
| 3M | -53.2% | -4.9% | -48.3% | -50.4% |
| 6M | -71.8% | -1.5% | -70.2% | -71.4% |
| YTD | -63.1% | +8.5% | -71.5% | -66.5% |
| 1Y | -54.8% | +11.4% | -66.1% | -60.2% |
| 3Y | -85.0% | +70.1% | -155.0% | -91.6% |
| All | -93.6% | +53.4% | -147.0% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling