+120.2%
BKR vs CHD
+126.1%
-5.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -4.5% | -2.5% | -6.6% |
| 30D | -8.1% | -6.7% | -1.4% | -7.6% |
| 3M | -6.6% | -2.7% | -3.9% | -6.5% |
| 6M | +0.9% | -4.9% | +5.8% | +1.2% |
| YTD | +31.1% | +13.3% | +17.8% | +29.4% |
| 1Y | +27.7% | +1.0% | +26.7% | +27.3% |
| 3Y | +71.2% | +1.3% | +69.9% | +69.8% |
| 5Y | +177.6% | +20.8% | +156.8% | +165.9% |
| All | +120.2% | +126.1% | -5.9% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling