+569.2%
BKR vs MMM
+2,835.9%
-2,266.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.0% |
| 7D | +0.4% | -1.6% | +2.0% | +1.3% |
| 30D | +3.9% | -8.0% | +11.9% | +8.7% |
| 3M | -1.1% | +9.4% | -10.4% | -6.5% |
| 6M | +7.6% | +10.2% | -2.6% | +0.8% |
| YTD | +41.9% | +6.1% | +35.8% | +35.0% |
| 1Y | +42.2% | +10.8% | +31.5% | +31.5% |
| 3Y | +84.3% | +104.8% | -20.5% | +14.9% |
| 5Y | +215.7% | +27.0% | +188.7% | +152.2% |
| 10Y | +130.9% | +53.8% | +77.1% | +62.2% |
| All | +569.2% | +2,835.9% | -2,266.7% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling