-10.5%
BKF price history and return analytics
+57.5%
-68.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.2% |
| 7D | +4.3% | -0.1% | +4.4% | +4.2% |
| 30D | -1.4% | -3.1% | +1.7% | +1.0% |
| 3M | -5.5% | -3.5% | -2.0% | -2.9% |
| 6M | -7.9% | +0.5% | -8.3% | -8.6% |
| YTD | -10.2% | +10.8% | -20.9% | -17.9% |
| 1Y | -12.7% | +11.9% | -24.6% | -21.0% |
| 3Y | +23.9% | +73.0% | -49.1% | -23.8% |
| 5Y | -10.5% | +58.6% | -69.1% | -39.6% |
| All | -10.5% | +57.5% | -68.0% | -39.6% |
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 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