+9.7%
BKR vs NUE
+86.4%
-76.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -2.1% | -3.5% | -4.9% |
| 7D | -8.8% | -1.4% | -7.3% | -8.4% |
| 30D | -13.1% | +6.6% | -19.7% | -14.6% |
| 3M | -18.9% | -2.0% | -16.9% | -18.8% |
| 6M | -27.2% | +19.2% | -46.4% | -31.4% |
| YTD | +10.7% | +65.6% | -54.9% | -7.4% |
| 1Y | +9.7% | +87.8% | -78.2% | -8.3% |
| All | +9.7% | +86.4% | -76.8% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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