+143.0%
BKU price history and return analytics
+346.4%
-203.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | -0.5% | +2.4% | -2.9% | -3.1% |
| 30D | +6.8% | -1.5% | +8.3% | +8.2% |
| 3M | -7.7% | -4.1% | -3.6% | -3.6% |
| 6M | -3.0% | +0.6% | -3.6% | -4.5% |
| YTD | +1.1% | +11.0% | -9.9% | -11.3% |
| 1Y | +13.8% | +13.3% | +0.5% | -2.5% |
| 3Y | +113.9% | +73.4% | +40.5% | +15.6% |
| 5Y | +20.3% | +57.4% | -37.2% | -26.6% |
| 10Y | +77.3% | +221.7% | -144.4% | -41.6% |
| All | +143.0% | +346.4% | -203.4% | -36.9% |
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 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