+28.4%
BKR vs CB
+22.8%
+5.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.6% |
| 7D | -6.7% | -2.8% | -3.9% | -7.2% |
| 30D | -8.3% | -2.4% | -5.9% | -8.7% |
| 3M | -5.4% | +2.8% | -8.2% | -5.1% |
| 6M | +0.8% | +4.8% | -4.0% | +1.5% |
| YTD | +31.8% | +9.2% | +22.7% | +32.5% |
| All | +28.4% | +22.8% | +5.6% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 1y: compounded portfolio wealth divided by compounded CB 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…
1y analysis · Full analysis span regression · 6 months rolling