+173.2%
BKR vs COR
+179.5%
-6.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.5% |
| 7D | -6.7% | -4.8% | -1.8% | -5.9% |
| 30D | -8.3% | -3.7% | -4.7% | -7.8% |
| 3M | -5.4% | +14.3% | -19.7% | -7.7% |
| 6M | +0.8% | -8.5% | +9.3% | +2.3% |
| YTD | +31.8% | -4.4% | +36.3% | +32.1% |
| 1Y | +28.6% | +9.1% | +19.4% | +24.2% |
| 3Y | +71.2% | +85.2% | -14.0% | +32.7% |
| All | +173.2% | +179.5% | -6.4% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling