+120.2%
BKR vs CCI
+23.6%
+96.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -2.9% | -1.2% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.1% | +2.2% | -10.4% | -8.7% |
| 3M | -6.6% | -16.9% | +10.3% | -2.1% |
| 6M | +0.9% | -11.5% | +12.4% | +3.5% |
| YTD | +31.1% | -12.8% | +43.9% | +34.6% |
| 1Y | +27.7% | -17.1% | +44.8% | +32.7% |
| 3Y | +71.2% | -9.6% | +80.9% | +67.7% |
| 5Y | +177.6% | -48.9% | +226.6% | +228.3% |
| All | +120.2% | +23.6% | +96.5% | +115.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI 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 10y: compounded portfolio wealth divided by compounded CCI 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…
10y analysis · Full analysis span regression · 6 months rolling