+592.5%
BKR vs CB
+6,462.9%
-5,870.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.2% |
| 7D | +0.4% | -0.6% | +1.0% | +0.6% |
| 30D | +3.9% | -3.9% | +7.8% | +5.2% |
| 3M | -1.1% | +4.9% | -6.0% | -3.3% |
| 6M | +7.6% | +3.3% | +4.4% | +5.5% |
| YTD | +41.9% | +8.5% | +33.4% | +36.4% |
| 1Y | +42.2% | +22.1% | +20.2% | +30.7% |
| 3Y | +84.3% | +70.1% | +14.1% | +48.7% |
| 5Y | +215.7% | +97.4% | +118.3% | +140.1% |
| 10Y | +130.9% | +216.8% | -85.9% | +50.8% |
| All | +592.5% | +6,462.9% | -5,870.5% | +165.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling