+244.3%
BKTI price history and return analytics
+229.8%
+14.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.3% |
| 7D | -0.7% | -1.1% | +0.4% | +0.1% |
| 30D | -6.8% | -1.0% | -5.8% | -6.2% |
| 3M | -14.3% | +3.2% | -17.4% | -16.2% |
| 6M | -13.8% | +12.5% | -26.3% | -20.3% |
| YTD | -2.6% | +14.1% | -16.6% | -10.7% |
| 1Y | +1.7% | +18.9% | -17.2% | -9.1% |
| 3Y | +499.6% | +74.1% | +425.5% | +336.8% |
| 5Y | +405.5% | +66.9% | +338.6% | +273.5% |
| All | +244.3% | +229.8% | +14.5% | +143.9% |
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