+120.2%
BKR vs CAH
+294.8%
-174.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.4% |
| 7D | -7.0% | -5.1% | -1.9% | -5.3% |
| 30D | -8.1% | +0.2% | -8.3% | -8.2% |
| 3M | -6.6% | +6.3% | -12.9% | -8.8% |
| 6M | +0.9% | +9.4% | -8.5% | -3.0% |
| YTD | +31.1% | +15.0% | +16.1% | +23.0% |
| 1Y | +27.7% | +55.4% | -27.7% | +5.7% |
| 3Y | +71.2% | +173.8% | -102.6% | +10.2% |
| 5Y | +177.6% | +395.2% | -217.6% | +36.6% |
| All | +120.2% | +294.8% | -174.7% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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