+104,499.0%
MU vs BKR
+575.7%
+103,923.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | +7.2% | +0.4% | +6.8% | +7.0% |
| 30D | +14.0% | +3.9% | +10.1% | +12.3% |
| 3M | +5.4% | -1.1% | +6.4% | +5.7% |
| 6M | +170.3% | +7.6% | +162.7% | +162.3% |
| YTD | +250.7% | +41.9% | +208.8% | +207.9% |
| 1Y | +662.1% | +42.2% | +619.9% | +567.6% |
| 3Y | +1,341.2% | +84.3% | +1,256.9% | +1,050.3% |
| 5Y | +1,319.3% | +215.7% | +1,103.7% | +791.6% |
| 10Y | +5,778.3% | +130.9% | +5,647.4% | +3,634.6% |
| All | +104,499.0% | +575.7% | +103,923.2% | +38,518.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling