+71.2%
BKR vs CLBK
+52.2%
+19.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -7.0% | -1.5% | -5.5% | -6.6% |
| 30D | -8.1% | -1.0% | -7.1% | -7.9% |
| 3M | -6.6% | +22.9% | -29.5% | -12.4% |
| 6M | +0.9% | +44.2% | -43.3% | -10.0% |
| YTD | +31.1% | +64.0% | -32.9% | +12.1% |
| 1Y | +27.7% | +65.7% | -38.0% | +8.5% |
| 3Y | +71.2% | +54.1% | +17.2% | +45.2% |
| All | +71.2% | +52.2% | +19.0% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded CLBK 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling