+327.1%
BKR vs NRG
+1,510.3%
-1,183.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.2% |
| 7D | -7.0% | -4.7% | -2.3% | -5.1% |
| 30D | -8.1% | -6.0% | -2.2% | -6.1% |
| 3M | -6.6% | -8.0% | +1.3% | -5.4% |
| 6M | +0.9% | -23.2% | +24.0% | +8.7% |
| YTD | +31.1% | -28.1% | +59.1% | +43.9% |
| 1Y | +27.7% | -27.3% | +55.0% | +37.8% |
| 3Y | +71.2% | +208.7% | -137.4% | -9.4% |
| 5Y | +177.6% | +197.7% | -20.0% | +44.0% |
| 10Y | +122.7% | +1,103.3% | -980.7% | -45.2% |
| All | +327.1% | +1,510.3% | -1,183.2% | +9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling