+270.7%
MRVL vs BKR
+174.4%
+96.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.7% | +3.2% | -0.1% |
| 7D | +8.7% | -6.7% | +15.3% | +12.4% |
| 30D | +6.9% | -8.3% | +15.2% | +11.4% |
| 3M | -10.1% | -5.4% | -4.7% | -8.2% |
| 6M | +143.4% | +0.8% | +142.6% | +142.8% |
| YTD | +167.5% | +31.8% | +135.6% | +132.8% |
| 1Y | +239.0% | +28.6% | +210.4% | +197.9% |
| 3Y | +311.0% | +71.2% | +239.7% | +219.4% |
| All | +270.7% | +174.4% | +96.3% | +145.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling