+117.4%
BKEM price history and return analytics
+170.4%
-53.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | -1.5% | -1.1% | -0.3% | -0.4% |
| 30D | +1.3% | -1.0% | +2.3% | +2.3% |
| 3M | -0.4% | +3.2% | -3.6% | -3.1% |
| 6M | +14.0% | +12.5% | +1.5% | +2.8% |
| YTD | +24.8% | +14.1% | +10.7% | +11.3% |
| 1Y | +30.8% | +18.9% | +11.9% | +12.4% |
| 3Y | +82.0% | +74.1% | +7.9% | +10.4% |
| 5Y | +46.4% | +66.9% | -20.5% | -7.2% |
| All | +117.4% | +170.4% | -53.0% | -14.8% |
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 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