+173.2%
BKR vs CCI
-50.5%
+223.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.7% | -4.9% | -6.4% |
| 7D | -6.7% | -4.4% | -2.3% | -6.0% |
| 30D | -8.3% | +0.3% | -8.7% | -8.4% |
| 3M | -5.4% | -20.0% | +14.6% | -2.2% |
| 6M | +0.8% | -14.5% | +15.3% | +2.9% |
| YTD | +31.8% | -14.9% | +46.7% | +34.3% |
| 1Y | +28.6% | -17.7% | +46.2% | +31.5% |
| 3Y | +71.2% | -12.4% | +83.6% | +68.6% |
| All | +173.2% | -50.5% | +223.7% | +187.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling