+521.9%
BKR vs LNT
+3,121.3%
-2,599.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.8% | -6.2% |
| 7D | -6.7% | -1.1% | -5.6% | -6.1% |
| 30D | -8.3% | -1.9% | -6.4% | -7.5% |
| 3M | -5.4% | -7.2% | +1.8% | -2.4% |
| 6M | +0.8% | -3.9% | +4.7% | +1.9% |
| YTD | +31.8% | +5.9% | +26.0% | +27.1% |
| 1Y | +28.6% | +8.4% | +20.2% | +22.3% |
| 3Y | +71.2% | +46.6% | +24.6% | +38.1% |
| 5Y | +179.2% | +32.4% | +146.8% | +132.0% |
| 10Y | +124.0% | +147.9% | -23.9% | +32.1% |
| All | +521.9% | +3,121.3% | -2,599.4% | +45.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling