+56.4%
BKR vs MLM
+140.5%
-84.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.8% | +4.2% | +3.8% |
| 7D | -0.4% | -5.8% | +5.4% | +2.3% |
| 30D | -11.6% | +9.8% | -21.5% | -15.7% |
| 3M | -23.4% | -5.2% | -18.2% | -21.9% |
| 6M | -22.9% | -10.3% | -12.6% | -20.4% |
| YTD | +10.2% | -15.5% | +25.7% | +15.9% |
| 1Y | +2.5% | -15.0% | +17.6% | +7.4% |
| 3Y | +53.1% | +17.5% | +35.7% | +34.0% |
| 5Y | +127.1% | +30.5% | +96.6% | +81.8% |
| 10Y | +56.4% | +145.5% | -89.2% | -18.6% |
| All | +56.4% | +140.5% | -84.2% | -18.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling