+42.2%
BKR vs MAS
-4.8%
+47.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +0.9% |
| 7D | +0.4% | +1.0% | -0.6% | +0.3% |
| 30D | +3.9% | -8.1% | +11.9% | +4.6% |
| 3M | -1.1% | +3.3% | -4.4% | -2.9% |
| 6M | +7.6% | +12.4% | -4.8% | +2.5% |
| YTD | +41.9% | +13.3% | +28.6% | +33.1% |
| 1Y | +42.2% | -4.7% | +46.9% | +38.2% |
| All | +42.2% | -4.8% | +47.0% | +38.2% |
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