+27.7%
BKR vs MOH
+4.9%
+22.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.0% | -2.5% | -0.6% |
| 7D | -7.0% | +1.7% | -8.7% | -7.0% |
| 30D | -8.1% | -0.9% | -7.2% | -8.1% |
| 3M | -6.6% | +5.7% | -12.3% | -6.7% |
| 6M | +0.9% | +39.1% | -38.3% | +0.6% |
| YTD | +31.1% | +17.7% | +13.4% | +30.8% |
| 1Y | +27.7% | +8.4% | +19.3% | +26.7% |
| All | +27.7% | +4.9% | +22.8% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling