+28.6%
BKR vs MP
-19.8%
+48.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -5.5% | -1.2% | -6.3% |
| 7D | -6.7% | -4.6% | -2.1% | -6.4% |
| 30D | -8.3% | -7.1% | -1.3% | -8.0% |
| 3M | -5.4% | -4.0% | -1.4% | -5.5% |
| 6M | +0.8% | -16.7% | +17.5% | +0.8% |
| YTD | +31.8% | +1.6% | +30.3% | +30.0% |
| 1Y | +28.6% | -17.8% | +46.4% | +26.0% |
| All | +28.6% | -19.8% | +48.3% | +26.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling