+171.6%
BKR vs NTR
+45.7%
+125.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -7.0% | -1.3% | -5.7% | -6.5% |
| 30D | -8.1% | +16.8% | -24.9% | -13.7% |
| 3M | -6.6% | +20.7% | -27.4% | -13.8% |
| 6M | +0.9% | +0.5% | +0.3% | -0.6% |
| YTD | +31.1% | +29.2% | +1.9% | +15.6% |
| 1Y | +27.7% | +39.6% | -11.9% | +8.3% |
| 3Y | +71.2% | +37.9% | +33.3% | +43.0% |
| All | +171.6% | +45.7% | +125.9% | +101.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling