+49.2%
BKH price history and return analytics
+74.2%
-25.0%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.2% | -1.7% |
| 7D | -2.6% | -1.1% | -1.5% | -2.2% |
| 30D | -1.6% | -1.0% | -0.6% | -1.3% |
| 3M | +0.3% | +3.2% | -2.9% | -0.9% |
| 6M | +3.6% | +12.5% | -8.9% | -1.5% |
| YTD | +5.7% | +14.1% | -8.4% | -0.3% |
| 1Y | +24.7% | +18.9% | +5.8% | +15.2% |
| 3Y | +49.2% | +74.1% | -24.9% | -0.6% |
| All | +49.2% | +74.2% | -25.0% | -0.6% |
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 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