+364.5%
BKR vs NVMI
+1,933.5%
-1,569.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.6% | -6.5% |
| 7D | -6.7% | +3.8% | -10.4% | -7.0% |
| 30D | -8.3% | -7.6% | -0.8% | -7.8% |
| 3M | -5.4% | -28.0% | +22.6% | -3.2% |
| 6M | +0.8% | -15.3% | +16.1% | +1.6% |
| YTD | +31.8% | +11.5% | +20.4% | +29.6% |
| 1Y | +28.6% | +31.6% | -3.0% | +24.4% |
| 3Y | +71.2% | +207.0% | -135.7% | +52.7% |
| 5Y | +179.2% | +262.8% | -83.6% | +143.6% |
| 10Y | +124.0% | +3,074.6% | -2,950.6% | +71.3% |
| All | +364.5% | +1,933.5% | -1,569.0% | +231.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling