+9.7%
BKR vs NTR
+36.7%
-27.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.0% | -9.5% | -6.3% |
| 7D | -8.8% | +4.3% | -13.1% | -9.6% |
| 30D | -13.1% | +2.6% | -15.7% | -13.6% |
| 3M | -18.9% | +8.5% | -27.4% | -20.2% |
| 6M | -27.2% | -3.3% | -23.9% | -27.1% |
| YTD | +10.7% | +19.6% | -8.9% | +2.1% |
| 1Y | +9.7% | +37.6% | -28.0% | -2.8% |
| All | +9.7% | +36.7% | -27.0% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling