+9.7%
BKR vs NDAQ
+28.8%
-19.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.6% | -8.1% | -5.4% |
| 7D | -8.8% | +3.9% | -12.7% | -8.6% |
| 30D | -13.1% | +19.0% | -32.1% | -12.9% |
| 3M | -18.9% | +17.6% | -36.5% | -18.8% |
| 6M | -27.2% | +21.0% | -48.2% | -26.7% |
| YTD | +10.7% | +14.1% | -3.4% | +12.0% |
| 1Y | +9.7% | +29.4% | -19.8% | +7.7% |
| All | +9.7% | +28.8% | -19.2% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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