+91.1%
BKU price history and return analytics
+229.8%
-138.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -2.1% |
| 7D | -3.4% | -1.1% | -2.3% | -2.0% |
| 30D | -5.6% | -1.0% | -4.6% | -4.4% |
| 3M | -7.3% | +3.2% | -10.5% | -11.5% |
| 6M | +3.4% | +12.5% | -9.1% | -12.7% |
| YTD | +2.6% | +14.1% | -11.5% | -15.1% |
| 1Y | +17.2% | +18.9% | -1.7% | -8.5% |
| 3Y | +100.1% | +74.1% | +26.1% | -5.5% |
| 5Y | +30.7% | +66.9% | -36.2% | -33.7% |
| All | +91.1% | +229.8% | -138.7% | -55.9% |
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