+171.6%
BKR vs NRG
+194.8%
-23.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.0% |
| 7D | -7.0% | -4.7% | -2.3% | -5.8% |
| 30D | -8.1% | -6.0% | -2.2% | -6.8% |
| 3M | -6.6% | -8.0% | +1.3% | -5.9% |
| 6M | +0.9% | -23.2% | +24.0% | +6.1% |
| YTD | +31.1% | -28.1% | +59.1% | +39.7% |
| 1Y | +27.7% | -27.3% | +55.0% | +34.6% |
| 3Y | +71.2% | +208.7% | -137.4% | +6.4% |
| All | +171.6% | +194.8% | -23.2% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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