+287.7%
BKR vs CNC
+5,399.6%
-5,112.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.1% | -8.8% | -7.1% |
| 7D | -6.7% | -3.9% | -2.8% | -6.0% |
| 30D | -8.3% | +0.8% | -9.1% | -8.6% |
| 3M | -5.4% | +0.1% | -5.5% | -5.8% |
| 6M | +0.8% | +79.7% | -78.9% | -11.2% |
| YTD | +31.8% | +58.9% | -27.1% | +18.3% |
| 1Y | +28.6% | +109.1% | -80.6% | +8.3% |
| 3Y | +71.2% | 0.0% | +71.2% | +59.3% |
| 5Y | +179.2% | +9.5% | +169.7% | +149.7% |
| 10Y | +124.0% | +95.7% | +28.3% | +74.0% |
| All | +287.7% | +5,399.6% | -5,112.0% | +46.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling