+72.2%
BKR vs COR
+84.5%
-12.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.6% |
| 7D | -6.7% | -4.8% | -1.8% | -6.6% |
| 30D | -8.3% | -3.7% | -4.7% | -8.3% |
| 3M | -5.4% | +14.3% | -19.7% | -5.5% |
| 6M | +0.8% | -8.5% | +9.3% | +0.8% |
| YTD | +31.8% | -4.4% | +36.3% | +31.9% |
| 1Y | +28.6% | +9.1% | +19.4% | +28.3% |
| All | +72.2% | +84.5% | -12.3% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling