+521.9%
BKR vs CHD
+9,738.0%
-9,216.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.3% | -6.4% |
| 7D | -6.7% | -4.7% | -1.9% | -5.7% |
| 30D | -8.3% | -8.3% | 0.0% | -6.7% |
| 3M | -5.4% | -4.0% | -1.4% | -4.8% |
| 6M | +0.8% | -6.5% | +7.3% | +1.9% |
| YTD | +31.8% | +13.1% | +18.8% | +27.9% |
| 1Y | +28.6% | +2.3% | +26.3% | +27.2% |
| 3Y | +71.2% | +1.8% | +69.4% | +67.8% |
| 5Y | +179.2% | +20.6% | +158.7% | +160.3% |
| 10Y | +124.0% | +125.6% | -1.7% | +75.3% |
| All | +521.9% | +9,738.0% | -9,216.2% | +135.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling