+72.2%
BKR vs CP
+18.1%
+54.2%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.4% | -5.3% | -6.2% |
| 7D | -6.7% | -2.7% | -4.0% | -5.8% |
| 30D | -8.3% | -3.4% | -5.0% | -7.4% |
| 3M | -5.4% | -0.6% | -4.8% | -5.6% |
| 6M | +0.8% | +6.3% | -5.5% | -2.0% |
| YTD | +31.8% | +21.2% | +10.7% | +22.0% |
| 1Y | +28.6% | +20.0% | +8.6% | +19.2% |
| All | +72.2% | +18.1% | +54.2% | +60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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