+23.9%
BKF price history and return analytics
+74.4%
-50.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.1% |
| 7D | +4.3% | -0.1% | +4.4% | +4.2% |
| 30D | -1.4% | -3.1% | +1.7% | +0.9% |
| 3M | -5.5% | -3.5% | -2.0% | -3.0% |
| 6M | -7.9% | +0.5% | -8.3% | -8.5% |
| YTD | -10.2% | +10.8% | -20.9% | -17.4% |
| 1Y | -12.7% | +11.9% | -24.6% | -20.4% |
| 3Y | +23.9% | +73.0% | -49.1% | -22.5% |
| All | +23.9% | +74.4% | -50.6% | -22.5% |
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 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