+120.2%
BKR vs CPAY
+155.2%
-35.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -7.0% | -2.0% | -5.0% | -6.1% |
| 30D | -8.1% | -0.4% | -7.8% | -8.2% |
| 3M | -6.6% | +16.4% | -23.0% | -13.9% |
| 6M | +0.9% | +23.5% | -22.7% | -10.9% |
| YTD | +31.1% | +35.7% | -4.6% | +8.3% |
| 1Y | +27.7% | +30.2% | -2.5% | +7.0% |
| 3Y | +71.2% | +49.7% | +21.5% | +28.9% |
| 5Y | +177.6% | +56.6% | +121.1% | +97.0% |
| All | +120.2% | +155.2% | -35.0% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling