+39.2%
BKR vs CHYM
+38.9%
+0.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | +1.7% | +1.7% | +0.1% | +1.6% |
| 30D | +3.3% | +30.2% | -26.9% | +1.4% |
| 3M | -3.6% | +85.9% | -89.5% | -7.3% |
| 6M | +5.0% | +49.9% | -44.9% | +2.0% |
| YTD | +40.9% | +34.1% | +6.8% | +37.5% |
| 1Y | +39.2% | +37.0% | +2.2% | +31.0% |
| All | +39.2% | +38.9% | +0.4% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHYM.
Daily Out/Under-Performance
Portfolio return minus CHYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHYM 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 CHYM 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