+385.9%
BKR vs MP
+450.8%
-64.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | +1.7% | -2.9% | +4.6% | +2.1% |
| 30D | +3.3% | +13.8% | -10.5% | +1.5% |
| 3M | -3.6% | -16.7% | +13.1% | -2.0% |
| 6M | +5.0% | -11.5% | +16.5% | +5.1% |
| YTD | +40.9% | +7.9% | +33.0% | +36.5% |
| 1Y | +39.2% | -15.0% | +54.3% | +36.7% |
| 3Y | +83.7% | +153.5% | -69.8% | +41.9% |
| 5Y | +207.5% | +58.7% | +148.9% | +148.2% |
| All | +385.9% | +450.8% | -64.9% | +195.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling