+521.9%
BKR vs CAH
+14,391.1%
-13,869.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -5.0% | -6.2% |
| 7D | -6.7% | -5.1% | -1.6% | -5.3% |
| 30D | -8.3% | -1.8% | -6.6% | -7.9% |
| 3M | -5.4% | +9.4% | -14.8% | -8.0% |
| 6M | +0.8% | +9.2% | -8.4% | -2.3% |
| YTD | +31.8% | +15.7% | +16.2% | +25.1% |
| 1Y | +28.6% | +59.7% | -31.2% | +10.3% |
| 3Y | +71.2% | +178.5% | -107.2% | +23.1% |
| 5Y | +179.2% | +398.3% | -219.0% | +67.7% |
| 10Y | +124.0% | +295.7% | -171.7% | +37.5% |
| All | +521.9% | +14,391.1% | -13,869.2% | +106.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling