+1,263.7%
MU vs BKR
+179.4%
+1,084.4%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.7% | +1.8% | -2.4% |
| 7D | +2.0% | -6.7% | +8.7% | +4.7% |
| 30D | +12.5% | -8.3% | +20.9% | +16.2% |
| 3M | +9.6% | -5.4% | +15.0% | +11.7% |
| 6M | +142.6% | +0.8% | +141.8% | +141.0% |
| YTD | +242.7% | +31.8% | +210.8% | +208.3% |
| 1Y | +599.3% | +28.6% | +570.7% | +533.6% |
| 3Y | +1,308.3% | +71.2% | +1,237.1% | +1,085.1% |
| 5Y | +1,263.7% | +179.2% | +1,084.5% | +881.6% |
| All | +1,263.7% | +179.4% | +1,084.4% | +881.6% |
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