+72.2%
BKR vs MSFU
+24.6%
+47.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.7% |
| 7D | -6.7% | -6.9% | +0.3% | -6.2% |
| 30D | -8.3% | -5.1% | -3.2% | -8.1% |
| 3M | -5.4% | +44.6% | -50.0% | -8.1% |
| 6M | +0.8% | +32.8% | -32.0% | -1.9% |
| YTD | +31.8% | -10.1% | +41.9% | +33.1% |
| 1Y | +28.6% | -19.4% | +48.0% | +31.5% |
| All | +72.2% | +24.6% | +47.7% | +66.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling