+171.6%
BKR vs MDY
+46.3%
+125.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.2% |
| 7D | -7.0% | -1.9% | -5.1% | -5.5% |
| 30D | -8.1% | -4.6% | -3.5% | -4.5% |
| 3M | -6.6% | -1.2% | -5.4% | -5.9% |
| 6M | +0.9% | +9.2% | -8.4% | -6.6% |
| YTD | +31.1% | +13.1% | +18.0% | +18.0% |
| 1Y | +27.7% | +13.0% | +14.7% | +14.8% |
| 3Y | +71.2% | +49.2% | +22.0% | +24.3% |
| All | +171.6% | +46.3% | +125.3% | +96.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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