+27.7%
BKR vs CG
-33.8%
+61.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.3% |
| 7D | -7.0% | -9.9% | +2.9% | -5.7% |
| 30D | -8.1% | -11.7% | +3.5% | -6.8% |
| 3M | -6.6% | -4.3% | -2.3% | -6.4% |
| 6M | +0.9% | -8.8% | +9.6% | +1.2% |
| YTD | +31.1% | -26.9% | +58.0% | +37.4% |
| 1Y | +27.7% | -35.4% | +63.1% | +36.4% |
| All | +27.7% | -33.8% | +61.5% | +36.4% |
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