+171.6%
BKR vs MKSI
+84.1%
+87.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.0% |
| 7D | -7.0% | +2.7% | -9.7% | -7.5% |
| 30D | -8.1% | -12.8% | +4.7% | -5.8% |
| 3M | -6.6% | -22.5% | +15.9% | -3.5% |
| 6M | +0.9% | +19.4% | -18.5% | -5.4% |
| YTD | +31.1% | +67.7% | -36.6% | +13.6% |
| 1Y | +27.7% | +131.4% | -103.7% | +2.3% |
| 3Y | +71.2% | +197.3% | -126.1% | +23.4% |
| All | +171.6% | +84.1% | +87.5% | +101.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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