+71.2%
BKR vs CNI
+19.7%
+51.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.9% |
| 7D | -7.0% | -0.4% | -6.6% | -6.9% |
| 30D | -8.1% | -2.7% | -5.4% | -7.4% |
| 3M | -6.6% | +3.9% | -10.5% | -8.3% |
| 6M | +0.9% | +16.4% | -15.5% | -5.5% |
| YTD | +31.1% | +25.8% | +5.3% | +18.8% |
| 1Y | +27.7% | +32.4% | -4.7% | +13.0% |
| 3Y | +71.2% | +19.1% | +52.1% | +58.6% |
| All | +71.2% | +19.7% | +51.5% | +58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling