+39.2%
BKR vs MSFU
-18.4%
+57.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.2% | +3.9% | -0.2% |
| 7D | +1.7% | -5.7% | +7.4% | +1.7% |
| 30D | +3.3% | +4.2% | -0.8% | +3.4% |
| 3M | -3.6% | +27.9% | -31.5% | -3.5% |
| 6M | +5.0% | +37.1% | -32.1% | +5.7% |
| YTD | +40.9% | -7.4% | +48.3% | +40.2% |
| 1Y | +39.2% | -19.6% | +58.8% | +41.7% |
| All | +39.2% | -18.4% | +57.7% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling