+171.6%
BKR vs MCK
+345.1%
-173.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -7.0% | -2.9% | -4.1% | -6.7% |
| 30D | -8.1% | +0.4% | -8.5% | -8.2% |
| 3M | -6.6% | +12.1% | -18.7% | -7.8% |
| 6M | +0.9% | -5.4% | +6.3% | +1.5% |
| YTD | +31.1% | +7.8% | +23.3% | +29.3% |
| 1Y | +27.7% | +22.9% | +4.8% | +22.9% |
| 3Y | +71.2% | +110.7% | -39.5% | +44.1% |
| All | +171.6% | +345.1% | -173.5% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 5y: compounded portfolio wealth divided by compounded MCK 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…
5y analysis · Full analysis span regression · 6 months rolling