+52.6%
BKR vs MSCI
+34.1%
+18.5%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.2% | +1.0% |
| 7D | +3.8% | +3.0% | +0.8% | +3.4% |
| 30D | -10.3% | +17.8% | -28.1% | -12.6% |
| 3M | -21.7% | +15.2% | -36.9% | -23.5% |
| 6M | -23.8% | +16.5% | -40.3% | -26.2% |
| YTD | +10.3% | +16.4% | -6.1% | +6.1% |
| 1Y | +5.7% | +16.8% | -11.1% | +1.6% |
| 3Y | +52.6% | +35.8% | +16.9% | +40.1% |
| All | +52.6% | +34.1% | +18.5% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 3y: compounded portfolio wealth divided by compounded MSCI 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…
3y analysis · Full analysis span regression · 6 months rolling