+4.4%
BKR vs MAS
+38.6%
-34.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.1% |
| 7D | +6.3% | +1.2% | +5.1% | +6.2% |
| 30D | -13.0% | +21.6% | -34.6% | -13.9% |
| 3M | -23.6% | +14.1% | -37.7% | -24.1% |
| 6M | -24.5% | +22.6% | -47.1% | -26.5% |
| YTD | +9.0% | +35.4% | -26.5% | +0.5% |
| 1Y | +4.4% | +37.5% | -33.1% | -4.1% |
| All | +4.4% | +38.6% | -34.2% | -4.1% |
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