+275.6%
BKR vs MP
+278.3%
-2.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -1.4% |
| 7D | +6.3% | +11.0% | -4.7% | +4.8% |
| 30D | -13.0% | -11.7% | -1.3% | -11.7% |
| 3M | -23.6% | -30.8% | +7.2% | -20.3% |
| 6M | -24.5% | -42.9% | +18.4% | -19.8% |
| YTD | +9.0% | -25.9% | +34.8% | +10.4% |
| 1Y | +4.4% | -37.3% | +41.7% | +7.7% |
| 3Y | +51.4% | +150.7% | -99.3% | +15.1% |
| 5Y | +124.4% | -19.3% | +143.7% | +97.7% |
| All | +275.6% | +278.3% | -2.6% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling