-73.7%
BKSY price history and return analytics
+125.2%
-199.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.8% |
| 7D | +0.5% | -1.1% | +1.6% | +2.0% |
| 30D | -35.3% | -1.0% | -34.3% | -34.4% |
| 3M | -42.7% | +3.2% | -45.9% | -44.7% |
| 6M | -12.8% | +12.5% | -25.3% | -22.9% |
| YTD | +9.9% | +14.1% | -4.1% | -4.2% |
| 1Y | +18.5% | +18.9% | -0.4% | 0.0% |
| 3Y | +106.1% | +74.1% | +32.0% | +28.4% |
| 5Y | -76.6% | +66.9% | -143.4% | -85.1% |
| All | -73.7% | +125.2% | -199.0% | -84.5% |
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