+9.7%
BKR vs CHRW
-10.6%
+20.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.2% | -5.8% | -5.5% |
| 7D | -8.8% | +4.9% | -13.7% | -8.9% |
| 30D | -13.1% | -4.8% | -8.3% | -12.8% |
| 3M | -18.9% | -13.1% | -5.8% | -18.7% |
| 6M | -27.2% | -16.3% | -10.9% | -28.0% |
| YTD | +10.7% | -15.8% | +26.5% | +5.6% |
| 1Y | +9.7% | -11.1% | +20.8% | +3.6% |
| All | +9.7% | -10.6% | +20.2% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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