+239.2%
BKR vs CSGP
+3,263.3%
-3,024.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.5% |
| 7D | -0.4% | -7.1% | +6.6% | +0.9% |
| 30D | -11.6% | +3.6% | -15.3% | -12.8% |
| 3M | -23.4% | -2.7% | -20.7% | -23.8% |
| 6M | -22.9% | -8.0% | -14.8% | -22.9% |
| YTD | +10.2% | -55.0% | +65.2% | +25.2% |
| 1Y | +2.5% | -55.8% | +58.3% | +16.8% |
| 3Y | +53.1% | -62.0% | +115.1% | +78.0% |
| 5Y | +127.1% | -62.9% | +190.1% | +159.5% |
| 10Y | +56.4% | +62.6% | -6.2% | +34.1% |
| All | +239.2% | +3,263.3% | -3,024.1% | +64.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling