+564.8%
BKR vs CASY
+36,294.0%
-35,729.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.7% | +0.1% | +1.7% | +1.7% |
| 30D | +3.3% | -11.3% | +14.7% | +6.1% |
| 3M | -3.6% | -0.6% | -2.9% | -4.3% |
| 6M | +5.0% | +10.7% | -5.7% | +1.5% |
| YTD | +40.9% | +37.1% | +3.8% | +29.4% |
| 1Y | +39.2% | +52.3% | -13.1% | +24.3% |
| 3Y | +83.7% | +215.2% | -131.4% | +36.1% |
| 5Y | +207.5% | +276.5% | -69.0% | +115.7% |
| 10Y | +136.3% | +508.4% | -372.0% | +47.1% |
| All | +564.8% | +36,294.0% | -35,729.2% | +123.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling