+39.2%
BKR vs CG
-24.3%
+63.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.4% | 0.0% |
| 7D | +1.7% | -4.3% | +6.1% | +2.3% |
| 30D | +3.3% | -5.1% | +8.4% | +4.0% |
| 3M | -3.6% | +8.7% | -12.3% | -5.0% |
| 6M | +5.0% | -9.2% | +14.3% | +6.2% |
| YTD | +40.9% | -18.9% | +59.8% | +46.0% |
| 1Y | +39.2% | -25.6% | +64.9% | +47.2% |
| All | +39.2% | -24.3% | +63.5% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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