+31.5%
BKH price history and return analytics
+63.7%
-32.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.4% |
| 7D | -1.4% | -2.0% | +0.6% | -0.5% |
| 30D | -0.4% | -1.4% | +1.0% | +0.2% |
| 3M | +1.4% | +4.7% | -3.3% | -0.7% |
| 6M | +3.4% | +11.4% | -7.9% | -1.9% |
| YTD | +7.1% | +13.1% | -5.9% | +0.7% |
| 1Y | +27.9% | +19.0% | +8.9% | +17.1% |
| 3Y | +52.2% | +73.9% | -21.8% | +13.2% |
| 5Y | +31.5% | +65.4% | -33.8% | -5.3% |
| All | +31.5% | +63.7% | -32.1% | -5.3% |
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