+40.6%
BKR price history and return analytics
+364.8%
-324.2%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -5.6% |
| 7D | -6.7% | -2.0% | -4.7% | -4.2% |
| 30D | -8.3% | -1.4% | -6.9% | -6.7% |
| 3M | -5.4% | +4.7% | -10.1% | -11.2% |
| 6M | +0.8% | +11.4% | -10.5% | -12.8% |
| YTD | +31.8% | +13.1% | +18.8% | +11.8% |
| 1Y | +28.6% | +19.0% | +9.6% | +1.9% |
| 3Y | +71.2% | +73.9% | -2.7% | -16.7% |
| 5Y | +179.2% | +65.4% | +113.8% | +42.0% |
| 10Y | +124.0% | +225.4% | -101.5% | -50.8% |
| All | +40.6% | +364.8% | -324.2% | -83.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling