+108.2%
BKR vs CORZ
+223.2%
-115.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | -0.9% |
| 7D | -7.0% | +0.3% | -7.3% | -7.0% |
| 30D | -8.1% | -14.0% | +5.9% | -7.0% |
| 3M | -6.6% | -34.1% | +27.5% | -3.9% |
| 6M | +0.9% | +8.5% | -7.6% | -1.0% |
| YTD | +31.1% | +23.2% | +7.9% | +26.8% |
| 1Y | +27.7% | +15.4% | +12.3% | +23.5% |
| All | +108.2% | +223.2% | -115.0% | +83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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