+203.6%
BKR vs MP
+66.1%
+137.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | -0.2% |
| 7D | -1.5% | -0.7% | -0.8% | -1.4% |
| 30D | -0.7% | -0.7% | 0.0% | -0.7% |
| 3M | +0.5% | 0.0% | +0.5% | 0.0% |
| 6M | +6.6% | -10.0% | +16.6% | +6.4% |
| YTD | +41.3% | +7.5% | +33.8% | +36.7% |
| 1Y | +42.2% | -14.0% | +56.2% | +39.2% |
| 3Y | +83.4% | +153.5% | -70.1% | +38.5% |
| 5Y | +203.6% | +62.7% | +140.9% | +138.5% |
| All | +203.6% | +66.1% | +137.6% | +138.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling