+624.8%
BKR vs MCK
+6,818.8%
-6,194.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.1% | -0.6% | -0.6% |
| 7D | -7.0% | -2.9% | -4.1% | -6.3% |
| 30D | -8.1% | +0.4% | -8.5% | -8.3% |
| 3M | -6.6% | +12.1% | -18.7% | -9.7% |
| 6M | +0.9% | -5.4% | +6.3% | +1.6% |
| YTD | +31.1% | +7.8% | +23.3% | +26.7% |
| 1Y | +27.7% | +22.9% | +4.8% | +18.8% |
| 3Y | +71.2% | +110.7% | -39.5% | +35.2% |
| 5Y | +177.6% | +346.2% | -168.5% | +76.5% |
| 10Y | +122.7% | +440.1% | -317.5% | +29.6% |
| All | +624.8% | +6,818.8% | -6,194.0% | +130.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling