+120.2%
BKR vs NVMI
+3,158.6%
-3,038.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.0% |
| 7D | -7.0% | -0.1% | -6.9% | -7.0% |
| 30D | -8.1% | -8.4% | +0.3% | -6.3% |
| 3M | -6.6% | -33.6% | +26.9% | +1.8% |
| 6M | +0.9% | -14.7% | +15.5% | +2.2% |
| YTD | +31.1% | +13.2% | +17.9% | +22.6% |
| 1Y | +27.7% | +29.0% | -1.3% | +14.5% |
| 3Y | +71.2% | +215.0% | -143.8% | +11.7% |
| 5Y | +177.6% | +268.6% | -90.9% | +62.8% |
| All | +120.2% | +3,158.6% | -3,038.5% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling