+120.2%
BKR vs CNI
+138.2%
-18.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.2% |
| 7D | -7.0% | -0.4% | -6.6% | -6.7% |
| 30D | -8.1% | -2.7% | -5.4% | -6.6% |
| 3M | -6.6% | +3.9% | -10.5% | -9.7% |
| 6M | +0.9% | +16.4% | -15.5% | -10.7% |
| YTD | +31.1% | +25.8% | +5.3% | +9.3% |
| 1Y | +27.7% | +32.4% | -4.7% | +2.0% |
| 3Y | +71.2% | +19.1% | +52.1% | +43.4% |
| 5Y | +177.6% | +13.6% | +164.1% | +133.7% |
| All | +120.2% | +138.2% | -18.1% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 10y: compounded portfolio wealth divided by compounded CNI 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…
10y analysis · Full analysis span regression · 6 months rolling