+4.4%
BKR vs MP
-39.6%
+44.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.0% | -3.1% | -1.3% |
| 7D | +6.3% | +11.0% | -4.7% | +5.0% |
| 30D | -13.0% | -11.7% | -1.3% | -12.2% |
| 3M | -23.6% | -30.8% | +7.2% | -21.4% |
| 6M | -24.5% | -42.9% | +18.4% | -21.7% |
| YTD | +9.0% | -25.9% | +34.8% | +7.7% |
| 1Y | +4.4% | -37.3% | +41.7% | +3.9% |
| All | +4.4% | -39.6% | +44.0% | +3.9% |
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