+52.6%
BKR vs MOS
-28.2%
+80.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | +3.8% | -2.0% | +5.7% | +4.2% |
| 30D | -10.3% | +15.3% | -25.6% | -13.5% |
| 3M | -21.7% | +1.5% | -23.2% | -22.4% |
| 6M | -23.8% | -2.0% | -21.8% | -24.3% |
| YTD | +10.3% | -6.5% | +16.8% | +8.3% |
| 1Y | +5.7% | -11.1% | +16.7% | +5.3% |
| 3Y | +52.6% | -30.3% | +82.9% | +56.2% |
| All | +52.6% | -28.2% | +80.8% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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