+27.7%
BKR vs MDT
+1.7%
+26.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -7.0% | -3.4% | -3.6% | -6.5% |
| 30D | -8.1% | +0.2% | -8.3% | -8.2% |
| 3M | -6.6% | +14.3% | -20.9% | -9.0% |
| 6M | +0.9% | +4.0% | -3.1% | +1.9% |
| YTD | +31.1% | -3.7% | +34.8% | +35.1% |
| 1Y | +27.7% | -0.4% | +28.1% | +32.2% |
| All | +27.7% | +1.7% | +26.0% | +32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling