+308.3%
BKR vs NVS
+1,076.7%
-768.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -6.7% | -15.7% | +9.0% | -0.3% |
| 30D | -8.3% | -11.1% | +2.7% | -4.5% |
| 3M | -5.4% | -7.2% | +1.8% | -3.6% |
| 6M | +0.8% | -12.3% | +13.1% | +4.9% |
| YTD | +31.8% | +2.8% | +29.1% | +27.7% |
| 1Y | +28.6% | +11.9% | +16.6% | +19.3% |
| 3Y | +71.2% | +55.1% | +16.2% | +35.1% |
| 5Y | +179.2% | +94.1% | +85.2% | +95.8% |
| 10Y | +124.0% | +181.2% | -57.3% | +32.7% |
| All | +308.3% | +1,076.7% | -768.4% | +66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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