+67.3%
BKR vs MSCI
+2,648.6%
-2,581.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.8% | +4.4% | +2.2% |
| 7D | +0.4% | -2.1% | +2.5% | +1.2% |
| 30D | +3.9% | -1.7% | +5.6% | +4.4% |
| 3M | -1.1% | -8.2% | +7.2% | +1.4% |
| 6M | +7.6% | -2.4% | +10.1% | +7.0% |
| YTD | +41.9% | -2.8% | +44.7% | +40.4% |
| 1Y | +42.2% | -2.7% | +44.9% | +39.9% |
| 3Y | +84.3% | +7.3% | +77.0% | +69.3% |
| 5Y | +215.7% | -11.4% | +227.1% | +200.1% |
| 10Y | +130.9% | +605.8% | -474.9% | -21.2% |
| All | +67.3% | +2,648.6% | -2,581.3% | -73.9% |
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