+71.2%
BKR vs MOH
-36.3%
+107.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +0.7% |
| YTD | +31.1% | +17.7% | +13.4% | +30.9% |
| 1Y | +27.7% | +8.4% | +19.3% | +27.5% |
| 3Y | +71.2% | -36.6% | +107.8% | +70.4% |
| All | +71.2% | -36.3% | +107.5% | +70.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling