+39.2%
BKR vs CSGP
-64.9%
+104.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | -0.3% |
| 7D | +1.7% | -4.1% | +5.8% | +1.5% |
| 30D | +3.3% | +2.3% | +1.0% | +3.6% |
| 3M | -3.6% | -8.2% | +4.6% | -4.0% |
| 6M | +5.0% | -35.1% | +40.1% | +4.3% |
| YTD | +40.9% | -54.0% | +95.0% | +41.7% |
| 1Y | +39.2% | -65.3% | +104.5% | +32.7% |
| All | +39.2% | -64.9% | +104.2% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling