+521.9%
BKR vs CRS
+9,585.9%
-9,064.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.2% | -4.4% | -5.8% |
| 7D | -6.7% | -4.1% | -2.5% | -5.2% |
| 30D | -8.3% | -16.6% | +8.2% | -2.1% |
| 3M | -5.4% | -14.3% | +8.9% | -1.0% |
| 6M | +0.8% | +11.6% | -10.8% | -5.8% |
| YTD | +31.8% | +42.6% | -10.7% | +11.4% |
| 1Y | +28.6% | +81.8% | -53.2% | -2.8% |
| 3Y | +71.2% | +632.1% | -560.8% | -29.1% |
| 5Y | +179.2% | +1,401.6% | -1,222.4% | -18.1% |
| 10Y | +124.0% | +1,379.0% | -1,255.1% | -41.5% |
| All | +521.9% | +9,585.9% | -9,064.0% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 all: compounded portfolio wealth divided by compounded CRS 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…
all analysis · Full analysis span regression · 6 months rolling