+40,890.7%
MCHP vs BKR
+557.5%
+40,333.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.7% | +4.7% | -0.1% |
| 7D | -2.1% | -6.7% | +4.6% | -0.2% |
| 30D | -11.1% | -8.3% | -2.8% | -9.0% |
| 3M | -18.1% | -5.4% | -12.7% | -17.1% |
| 6M | +10.8% | +0.8% | +10.0% | +10.1% |
| YTD | +14.2% | +31.8% | -17.6% | +5.2% |
| 1Y | +13.5% | +28.6% | -15.1% | +5.1% |
| 3Y | -2.0% | +71.2% | -73.2% | -16.5% |
| 5Y | +1.4% | +179.2% | -177.8% | -26.2% |
| 10Y | +195.5% | +124.0% | +71.5% | +110.8% |
| All | +40,890.7% | +557.5% | +40,333.2% | +19,007.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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