+521.9%
BKR vs NI
+5,096.4%
-4,574.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.4% |
| 7D | -6.7% | -0.6% | -6.1% | -6.4% |
| 30D | -8.3% | -1.4% | -6.9% | -7.7% |
| 3M | -5.4% | -10.6% | +5.2% | -0.6% |
| 6M | +0.8% | -9.9% | +10.7% | +5.2% |
| YTD | +31.8% | +1.2% | +30.7% | +29.9% |
| 1Y | +28.6% | +4.4% | +24.2% | +24.5% |
| 3Y | +71.2% | +68.6% | +2.6% | +30.1% |
| 5Y | +179.2% | +98.0% | +81.2% | +93.8% |
| 10Y | +124.0% | +143.6% | -19.7% | +34.8% |
| All | +521.9% | +5,096.4% | -4,574.5% | +42.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling