+120.2%
BKR vs NI
+143.3%
-23.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.6% |
| 7D | -7.0% | 0.0% | -7.0% | -7.0% |
| 30D | -8.1% | -1.4% | -6.7% | -7.6% |
| 3M | -6.6% | -10.6% | +4.0% | -2.4% |
| 6M | +0.9% | -9.3% | +10.2% | +4.5% |
| YTD | +31.1% | +1.1% | +30.0% | +29.2% |
| 1Y | +27.7% | +3.4% | +24.3% | +24.3% |
| 3Y | +71.2% | +67.9% | +3.3% | +32.7% |
| 5Y | +177.6% | +98.0% | +79.7% | +97.4% |
| All | +120.2% | +143.3% | -23.1% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling