+30.0%
BKR vs MSCI
+3,191.3%
-3,161.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.2% | +0.6% |
| 7D | +3.8% | +3.0% | +0.8% | +2.5% |
| 30D | -10.3% | +17.8% | -28.1% | -16.5% |
| 3M | -21.7% | +15.2% | -36.9% | -26.6% |
| 6M | -23.8% | +16.5% | -40.3% | -29.6% |
| YTD | +10.3% | +16.4% | -6.1% | +0.9% |
| 1Y | +5.7% | +16.8% | -11.1% | -3.5% |
| 3Y | +52.6% | +35.8% | +16.9% | +26.8% |
| 5Y | +127.1% | +7.0% | +120.1% | +99.7% |
| 10Y | +56.5% | +818.6% | -762.1% | -52.4% |
| All | +30.0% | +3,191.3% | -3,161.2% | -81.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling