+249.5%
MRVL vs BKR
+42.5%
+207.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.2% | +7.3% | +7.2% |
| 7D | +3.2% | +1.7% | +1.5% | +2.1% |
| 30D | +5.9% | +3.3% | +2.6% | +3.4% |
| 3M | -29.3% | -3.6% | -25.7% | -27.5% |
| 6M | +186.5% | +5.0% | +181.4% | +184.6% |
| YTD | +163.4% | +40.9% | +122.5% | +129.1% |
| 1Y | +249.5% | +39.2% | +210.3% | +213.9% |
| All | +249.5% | +42.5% | +207.0% | +213.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling