+171.6%
BKR vs CPAY
+55.3%
+116.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -7.0% | -2.0% | -5.0% | -6.4% |
| 30D | -8.1% | -0.4% | -7.8% | -8.2% |
| 3M | -6.6% | +16.4% | -23.0% | -12.2% |
| 6M | +0.9% | +23.5% | -22.7% | -8.1% |
| YTD | +31.1% | +35.7% | -4.6% | +13.0% |
| 1Y | +27.7% | +30.2% | -2.5% | +11.6% |
| 3Y | +71.2% | +49.7% | +21.5% | +37.8% |
| All | +171.6% | +55.3% | +116.3% | +98.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling