+171.6%
BKR vs LNT
+31.4%
+140.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -7.0% | -1.0% | -5.9% | -6.7% |
| 30D | -8.1% | -4.2% | -3.9% | -7.2% |
| 3M | -6.6% | -6.7% | +0.1% | -5.3% |
| 6M | +0.9% | -3.6% | +4.4% | +1.2% |
| YTD | +31.1% | +5.9% | +25.2% | +28.1% |
| 1Y | +27.7% | +7.3% | +20.5% | +24.1% |
| 3Y | +71.2% | +46.5% | +24.7% | +51.2% |
| All | +171.6% | +31.4% | +140.2% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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