+99.3%
BKGI price history and return analytics
+104.7%
-5.4%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +0.6% |
| 30D | -0.9% | -1.4% | +0.5% | -0.2% |
| 3M | -1.9% | +4.7% | -6.6% | -4.5% |
| 6M | +0.6% | +11.4% | -10.8% | -5.6% |
| YTD | +11.1% | +13.1% | -2.0% | +3.4% |
| 1Y | +18.2% | +19.0% | -0.9% | +6.6% |
| 3Y | +79.2% | +73.9% | +5.3% | +26.0% |
| All | +99.3% | +104.7% | -5.4% | +32.4% |
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