+120.2%
BKR price history and return analytics
+229.8%
-109.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.6% |
| 7D | -7.0% | -1.1% | -5.9% | -5.7% |
| 30D | -8.1% | -1.0% | -7.1% | -7.1% |
| 3M | -6.6% | +3.2% | -9.8% | -10.4% |
| 6M | +0.9% | +12.5% | -11.6% | -13.3% |
| YTD | +31.1% | +14.1% | +17.0% | +10.7% |
| 1Y | +27.7% | +18.9% | +8.8% | +2.4% |
| 3Y | +71.2% | +74.1% | -2.9% | -14.6% |
| 5Y | +177.6% | +66.9% | +110.8% | +44.4% |
| All | +120.2% | +229.8% | -109.6% | -44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling