+128.1%
BKR vs MDB
+1,032.9%
-904.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +4.3% | -11.0% | -7.0% |
| 7D | -6.7% | -2.8% | -3.9% | -6.5% |
| 30D | -8.3% | -14.9% | +6.5% | -7.4% |
| 3M | -5.4% | +7.3% | -12.7% | -6.4% |
| 6M | +0.8% | +38.2% | -37.4% | -2.8% |
| YTD | +31.8% | -10.9% | +42.8% | +31.1% |
| 1Y | +28.6% | +11.6% | +16.9% | +25.0% |
| 3Y | +71.2% | -0.9% | +72.1% | +62.1% |
| 5Y | +179.2% | -23.5% | +202.7% | +157.6% |
| All | +128.1% | +1,032.9% | -904.8% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling