+132.0%
BKR vs NTR
+97.9%
+34.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -7.0% | -1.3% | -5.7% | -6.3% |
| 30D | -8.1% | +16.8% | -24.9% | -15.9% |
| 3M | -6.6% | +20.7% | -27.4% | -16.5% |
| 6M | +0.9% | +0.5% | +0.3% | -1.4% |
| YTD | +31.1% | +29.2% | +1.9% | +10.1% |
| 1Y | +27.7% | +39.6% | -11.9% | +1.5% |
| 3Y | +71.2% | +37.9% | +33.3% | +32.3% |
| 5Y | +177.6% | +47.1% | +130.6% | +83.1% |
| All | +132.0% | +97.9% | +34.0% | +7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling