+38.3%
CBK price history and return analytics
+15.2%
+23.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.7% | -0.3% | +0.9% |
| 7D | +2.8% | -0.3% | +3.1% | +2.9% |
| 30D | +7.2% | -1.4% | +8.6% | +7.6% |
| 3M | -4.1% | -1.4% | -2.7% | -3.7% |
| 6M | +16.7% | +5.5% | +11.3% | +13.9% |
| YTD | +38.0% | +12.8% | +25.1% | +31.8% |
| 1Y | +38.3% | +15.4% | +22.9% | +30.5% |
| All | +38.3% | +15.2% | +23.1% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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