+27.7%
BKR vs COR
+9.0%
+18.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -2.8% | -4.2% | -6.9% |
| 30D | -8.1% | +2.6% | -10.7% | -8.2% |
| 3M | -6.6% | +14.5% | -21.1% | -6.8% |
| 6M | +0.9% | -7.8% | +8.7% | +0.7% |
| YTD | +31.1% | -4.2% | +35.3% | +31.3% |
| 1Y | +27.7% | +7.0% | +20.7% | +26.7% |
| All | +27.7% | +9.0% | +18.7% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 1y: compounded portfolio wealth divided by compounded COR 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…
1y analysis · Full analysis span regression · 6 months rolling