+209.7%
BKD price history and return analytics
+74.2%
+135.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +1.0% |
| 7D | +1.8% | -0.1% | +2.0% | +1.9% |
| 30D | -11.3% | -0.7% | -10.7% | -10.8% |
| 3M | -5.6% | +4.0% | -9.6% | -9.6% |
| 6M | -16.0% | +12.3% | -28.3% | -26.6% |
| YTD | +12.5% | +14.0% | -1.5% | -3.7% |
| 1Y | +59.3% | +20.3% | +39.0% | +27.3% |
| All | +209.7% | +74.2% | +135.5% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling