+299.2%
BKR vs NDAQ
+2,205.8%
-1,906.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.3% | -4.3% | -5.9% |
| 7D | -6.7% | -6.8% | +0.1% | -4.4% |
| 30D | -8.3% | -3.2% | -5.2% | -7.4% |
| 3M | -5.4% | +6.5% | -11.9% | -8.0% |
| 6M | +0.8% | +5.7% | -4.9% | -2.0% |
| YTD | +31.8% | -4.6% | +36.5% | +32.1% |
| 1Y | +28.6% | -1.6% | +30.1% | +27.1% |
| 3Y | +71.2% | +86.4% | -15.2% | +35.6% |
| 5Y | +179.2% | +50.3% | +128.9% | +134.5% |
| 10Y | +124.0% | +369.0% | -245.1% | +29.0% |
| All | +299.2% | +2,205.8% | -1,906.6% | +78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling