+173.2%
BKR vs NDAQ
+49.9%
+123.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -5.9% |
| 7D | -6.7% | -6.8% | +0.1% | -4.5% |
| 30D | -8.3% | -3.2% | -5.2% | -7.5% |
| 3M | -5.4% | +6.5% | -11.9% | -7.8% |
| 6M | +0.8% | +5.7% | -4.9% | -1.9% |
| YTD | +31.8% | -4.6% | +36.5% | +32.8% |
| 1Y | +28.6% | -1.6% | +30.1% | +27.6% |
| 3Y | +71.2% | +86.4% | -15.2% | +33.9% |
| All | +173.2% | +49.9% | +123.3% | +138.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling