+72.2%
BKR vs NDAQ
+85.5%
-13.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -6.0% |
| 7D | -6.7% | -6.8% | +0.1% | -4.7% |
| 30D | -8.3% | -3.2% | -5.2% | -7.6% |
| 3M | -5.4% | +6.5% | -11.9% | -7.6% |
| 6M | +0.8% | +5.7% | -4.9% | -1.7% |
| YTD | +31.8% | -4.6% | +36.5% | +33.7% |
| 1Y | +28.6% | -1.6% | +30.1% | +28.1% |
| All | +72.2% | +85.5% | -13.3% | +37.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling