+120.2%
BKR vs MLM
+213.9%
-93.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -1.2% |
| 7D | -7.0% | -0.9% | -6.1% | -6.6% |
| 30D | -8.1% | -6.1% | -2.0% | -5.6% |
| 3M | -6.6% | -9.7% | +3.1% | -3.3% |
| 6M | +0.9% | -14.4% | +15.3% | +6.4% |
| YTD | +31.1% | -17.7% | +48.8% | +40.0% |
| 1Y | +27.7% | -18.7% | +46.4% | +36.7% |
| 3Y | +71.2% | +18.1% | +53.1% | +49.6% |
| 5Y | +177.6% | +42.3% | +135.3% | +112.7% |
| All | +120.2% | +213.9% | -93.8% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded MLM 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling