+1,925.8%
MRVL vs BKR
+125.3%
+1,800.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.2% |
| 7D | +5.6% | -7.0% | +12.6% | +8.4% |
| 30D | +8.8% | -8.1% | +16.9% | +12.0% |
| 3M | -15.9% | -6.6% | -9.3% | -14.1% |
| 6M | +161.3% | +0.9% | +160.4% | +160.9% |
| YTD | +178.2% | +31.1% | +147.1% | +152.4% |
| 1Y | +255.3% | +27.7% | +227.6% | +224.8% |
| 3Y | +323.1% | +71.2% | +251.9% | +251.3% |
| 5Y | +293.2% | +177.6% | +115.6% | +176.8% |
| All | +1,925.8% | +125.3% | +1,800.5% | +1,150.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling