+719.8%
MU vs BKR
+42.5%
+677.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.2% |
| 7D | +9.0% | +1.7% | +7.2% | +8.2% |
| 30D | +13.8% | +3.3% | +10.5% | +11.9% |
| 3M | +2.1% | -3.6% | +5.7% | +3.0% |
| 6M | +153.8% | +5.0% | +148.8% | +148.1% |
| YTD | +256.4% | +40.9% | +215.4% | +210.1% |
| 1Y | +719.8% | +39.2% | +680.5% | +633.5% |
| All | +719.8% | +42.5% | +677.3% | +633.5% |
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