+9.7%
BKR vs MAS
+40.8%
-31.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.6% | -11.2% | -5.6% |
| 7D | -8.8% | +14.2% | -22.9% | -9.1% |
| 30D | -13.1% | +26.8% | -39.9% | -14.1% |
| 3M | -18.9% | +13.1% | -32.0% | -19.2% |
| 6M | -27.2% | +27.9% | -55.2% | -29.5% |
| YTD | +10.7% | +38.7% | -28.0% | +2.8% |
| 1Y | +9.7% | +40.4% | -30.7% | +2.0% |
| All | +9.7% | +40.8% | -31.1% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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