+265.1%
MU vs BKR
+5.7%
+259.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -5.5% | -1.5% | -4.6% |
| 7D | -19.1% | -8.8% | -10.4% | -15.8% |
| 30D | -25.2% | -13.1% | -12.2% | -21.1% |
| 3M | -10.9% | -18.9% | +8.0% | -3.1% |
| 6M | +38.0% | -27.2% | +65.2% | +55.6% |
| YTD | +178.8% | +10.7% | +168.1% | +166.7% |
| 1Y | +265.1% | +9.7% | +255.5% | +224.4% |
| All | +265.1% | +5.7% | +259.5% | +224.4% |
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 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