+171.6%
BKR vs MGY
+88.8%
+82.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -7.0% | +3.5% | -10.5% | -8.7% |
| 30D | -8.1% | +5.3% | -13.4% | -10.8% |
| 3M | -6.6% | +2.6% | -9.3% | -8.9% |
| 6M | +0.9% | -3.3% | +4.1% | +0.8% |
| YTD | +31.1% | +29.2% | +1.9% | +10.9% |
| 1Y | +27.7% | +18.0% | +9.7% | +13.4% |
| 3Y | +71.2% | +30.0% | +41.2% | +41.9% |
| All | +171.6% | +88.8% | +82.8% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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