+120.2%
BKR vs MDT
+39.8%
+80.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | -7.0% | -3.4% | -3.6% | -5.2% |
| 30D | -8.1% | +0.2% | -8.3% | -8.3% |
| 3M | -6.6% | +14.3% | -20.9% | -14.0% |
| 6M | +0.9% | +4.0% | -3.1% | -2.4% |
| YTD | +31.1% | -3.7% | +34.8% | +32.4% |
| 1Y | +27.7% | -0.4% | +28.1% | +26.0% |
| 3Y | +71.2% | +23.3% | +47.9% | +45.1% |
| 5Y | +177.6% | -18.9% | +196.5% | +203.9% |
| All | +120.2% | +39.8% | +80.3% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 MDT 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