+173.2%
BKR vs MMM
+25.2%
+147.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.3% |
| 7D | -6.7% | -3.2% | -3.4% | -5.6% |
| 30D | -8.3% | -10.7% | +2.3% | -4.9% |
| 3M | -5.4% | +4.3% | -9.7% | -7.0% |
| 6M | +0.8% | +5.9% | -5.1% | -1.7% |
| YTD | +31.8% | +3.2% | +28.7% | +29.3% |
| 1Y | +28.6% | +8.0% | +20.6% | +23.9% |
| 3Y | +71.2% | +99.1% | -27.9% | +36.0% |
| All | +173.2% | +25.2% | +147.9% | +151.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling