+569.2%
BKR vs CASY
+35,206.2%
-34,637.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.0% | +3.7% | +1.4% |
| 7D | +0.4% | -4.4% | +4.8% | +1.4% |
| 30D | +3.9% | -12.0% | +15.9% | +6.8% |
| 3M | -1.1% | -2.3% | +1.3% | -1.4% |
| 6M | +7.6% | +10.5% | -2.9% | +4.0% |
| YTD | +41.9% | +33.0% | +8.9% | +31.2% |
| 1Y | +42.2% | +41.1% | +1.1% | +29.2% |
| 3Y | +84.3% | +207.5% | -123.2% | +37.3% |
| 5Y | +215.7% | +290.7% | -75.0% | +119.5% |
| 10Y | +130.9% | +556.5% | -425.6% | +41.7% |
| All | +569.2% | +35,206.2% | -34,637.0% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CASY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling