+521.9%
BKR vs MKC
+3,311.3%
-2,789.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -5.9% | -6.5% |
| 7D | -6.7% | -2.8% | -3.8% | -6.0% |
| 30D | -8.3% | -3.4% | -5.0% | -7.6% |
| 3M | -5.4% | +3.8% | -9.2% | -6.7% |
| 6M | +0.8% | -17.9% | +18.7% | +5.1% |
| YTD | +31.8% | -23.6% | +55.5% | +39.7% |
| 1Y | +28.6% | -23.1% | +51.7% | +35.7% |
| 3Y | +71.2% | -31.5% | +102.7% | +83.9% |
| 5Y | +179.2% | -33.1% | +212.3% | +197.7% |
| 10Y | +124.0% | +29.3% | +94.6% | +94.7% |
| All | +521.9% | +3,311.3% | -2,789.4% | +174.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 all: compounded portfolio wealth divided by compounded MKC 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…
all analysis · Full analysis span regression · 6 months rolling