+19.5%
BKUI price history and return analytics
+63.5%
-43.9%
-1.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | -0.1% | +2.9% | -3.0% | -0.1% |
| 30D | -0.1% | -2.5% | +2.4% | 0.0% |
| 3M | +0.3% | -3.3% | +3.7% | +0.4% |
| 6M | +1.3% | +1.5% | -0.3% | +1.3% |
| YTD | +2.4% | +11.4% | -8.9% | +2.4% |
| 1Y | +3.1% | +11.9% | -8.8% | +3.0% |
| 3Y | +15.0% | +73.9% | -58.9% | +14.6% |
| 5Y | +19.7% | +57.9% | -38.1% | +19.3% |
| All | +19.5% | +63.5% | -43.9% | +19.1% |
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