+71.2%
BKR vs CNC
+1.2%
+70.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.1% | -0.6% |
| 7D | -7.0% | -0.9% | -6.1% | -7.0% |
| 30D | -8.1% | -1.0% | -7.2% | -8.1% |
| 3M | -6.6% | +4.5% | -11.2% | -6.8% |
| 6M | +0.9% | +85.2% | -84.4% | -0.9% |
| YTD | +31.1% | +61.4% | -30.3% | +29.2% |
| 1Y | +27.7% | +94.9% | -67.2% | +25.7% |
| 3Y | +71.2% | 0.0% | +71.2% | +72.3% |
| All | +71.2% | +1.2% | +70.0% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 3y: compounded portfolio wealth divided by compounded CNC 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…
3y analysis · Full analysis span regression · 6 months rolling