+72.2%
BKR vs CPB
-43.2%
+115.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.3% | -2.4% | -6.5% |
| 7D | -6.7% | -5.4% | -1.3% | -6.5% |
| 30D | -8.3% | -7.8% | -0.5% | -8.2% |
| 3M | -5.4% | -6.9% | +1.5% | -5.2% |
| 6M | +0.8% | -12.2% | +13.0% | +1.5% |
| YTD | +31.8% | -21.1% | +52.9% | +33.5% |
| 1Y | +28.6% | -33.5% | +62.1% | +31.5% |
| All | +72.2% | -43.2% | +115.4% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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