+84.3%
BKR vs CF
+76.4%
+7.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | -0.1% | +0.5% |
| 7D | +0.4% | -0.9% | +1.3% | +0.6% |
| 30D | +3.9% | +18.1% | -14.2% | 0.0% |
| 3M | -1.1% | +23.4% | -24.4% | -6.1% |
| 6M | +7.6% | +17.1% | -9.5% | +1.0% |
| YTD | +41.9% | +76.2% | -34.4% | +14.2% |
| 1Y | +42.2% | +62.3% | -20.0% | +17.6% |
| 3Y | +84.3% | +71.8% | +12.4% | +44.6% |
| All | +84.3% | +76.4% | +7.9% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 3y: compounded portfolio wealth divided by compounded CF 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…
3y analysis · Full analysis span regression · 6 months rolling