+71.2%
BKR vs CGNX
+49.8%
+21.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.1% | -4.7% | -1.3% |
| 7D | -7.0% | +3.2% | -10.2% | -7.5% |
| 30D | -8.1% | +6.0% | -14.1% | -9.2% |
| 3M | -6.6% | +3.5% | -10.2% | -7.9% |
| 6M | +0.9% | +26.3% | -25.4% | -4.8% |
| YTD | +31.1% | +79.2% | -48.2% | +12.8% |
| 1Y | +27.7% | +43.8% | -16.1% | +15.2% |
| 3Y | +71.2% | +52.0% | +19.3% | +37.7% |
| All | +71.2% | +49.8% | +21.5% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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