+173.2%
BKR vs CPB
-41.1%
+214.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.3% | -2.4% | -6.4% |
| 7D | -6.7% | -5.4% | -1.3% | -6.3% |
| 30D | -8.3% | -7.8% | -0.5% | -7.9% |
| 3M | -5.4% | -6.9% | +1.5% | -5.1% |
| 6M | +0.8% | -12.2% | +13.0% | +1.7% |
| YTD | +31.8% | -21.1% | +52.9% | +34.2% |
| 1Y | +28.6% | -33.5% | +62.1% | +32.9% |
| 3Y | +71.2% | -43.2% | +114.4% | +77.0% |
| All | +173.2% | -41.1% | +214.3% | +177.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling