+521.9%
BKR vs NUE
+14,301.5%
-13,779.6%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.7% | -6.3% |
| 7D | -6.7% | -2.7% | -4.0% | -5.6% |
| 30D | -8.3% | -6.1% | -2.3% | -6.1% |
| 3M | -5.4% | +2.2% | -7.6% | -7.0% |
| 6M | +0.8% | +50.8% | -50.0% | -16.0% |
| YTD | +31.8% | +57.5% | -25.7% | +7.7% |
| 1Y | +28.6% | +82.5% | -53.9% | -1.8% |
| 3Y | +71.2% | +61.7% | +9.5% | +33.8% |
| 5Y | +179.2% | +145.1% | +34.1% | +71.8% |
| 10Y | +124.0% | +577.8% | -453.8% | -11.8% |
| All | +521.9% | +14,301.5% | -13,779.6% | +16.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling