+121.4%
BKR vs MMM
+53.9%
+67.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.2% |
| 7D | -6.7% | -3.2% | -3.4% | -5.0% |
| 30D | -8.3% | -10.7% | +2.3% | -2.8% |
| 3M | -5.4% | +4.3% | -9.7% | -8.0% |
| 6M | +0.8% | +5.9% | -5.1% | -3.2% |
| YTD | +31.8% | +3.2% | +28.7% | +27.7% |
| 1Y | +28.6% | +8.0% | +20.6% | +20.9% |
| 3Y | +71.2% | +99.1% | -27.9% | +9.2% |
| 5Y | +179.2% | +25.7% | +153.5% | +136.1% |
| All | +121.4% | +53.9% | +67.6% | +74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 MMM 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