+616.5%
BKE price history and return analytics
+371.8%
+244.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.2% |
| 7D | -1.1% | +1.0% | -2.1% | -2.0% |
| 30D | -8.6% | -0.2% | -8.4% | -8.4% |
| 3M | -5.1% | +4.5% | -9.6% | -9.2% |
| 6M | -16.3% | +14.1% | -30.3% | -26.3% |
| YTD | -15.1% | +14.8% | -29.8% | -25.8% |
| 1Y | -23.1% | +21.2% | -44.3% | -36.2% |
| 3Y | +62.7% | +76.6% | -13.9% | -4.0% |
| 5Y | +81.4% | +66.6% | +14.8% | +13.8% |
| 10Y | +375.9% | +222.3% | +153.6% | +71.8% |
| All | +616.5% | +371.8% | +244.7% | +79.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling