+171.6%
BKR vs MRSH
+18.2%
+153.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | -7.0% | -4.8% | -2.2% | -6.0% |
| 30D | -8.1% | -6.3% | -1.8% | -6.9% |
| 3M | -6.6% | +5.8% | -12.4% | -8.3% |
| 6M | +0.9% | +2.8% | -1.9% | -0.6% |
| YTD | +31.1% | -3.1% | +34.2% | +31.3% |
| 1Y | +27.7% | -11.3% | +39.0% | +31.5% |
| 3Y | +71.2% | -5.0% | +76.2% | +70.8% |
| All | +171.6% | +18.2% | +153.4% | +143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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