+171.6%
BKR vs NUE
+146.6%
+25.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.1% | -1.1% |
| 7D | -7.0% | -0.6% | -6.4% | -6.8% |
| 30D | -8.1% | -4.6% | -3.6% | -6.8% |
| 3M | -6.6% | -0.3% | -6.3% | -7.0% |
| 6M | +0.9% | +51.9% | -51.0% | -13.4% |
| YTD | +31.1% | +60.0% | -28.9% | +10.4% |
| 1Y | +27.7% | +82.9% | -55.2% | +2.3% |
| 3Y | +71.2% | +66.0% | +5.2% | +37.3% |
| All | +171.6% | +146.6% | +25.0% | +94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling