+167.1%
BKSE price history and return analytics
+171.3%
-4.2%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.5% |
| 7D | -2.5% | -1.1% | -1.4% | -1.2% |
| 30D | -5.0% | -1.0% | -4.0% | -3.9% |
| 3M | +0.7% | +3.2% | -2.4% | -3.0% |
| 6M | +13.7% | +12.5% | +1.2% | -1.3% |
| YTD | +15.9% | +14.1% | +1.8% | -1.0% |
| 1Y | +19.2% | +18.9% | +0.3% | -3.0% |
| 3Y | +60.2% | +74.1% | -13.9% | -15.9% |
| 5Y | +46.6% | +66.9% | -20.2% | -18.5% |
| All | +167.1% | +171.3% | -4.2% | -9.5% |
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