+114.7%
BKR vs NVT
+731.8%
-617.1%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -2.8% |
| 7D | -7.0% | +4.1% | -11.1% | -8.9% |
| 30D | -8.1% | -5.1% | -3.0% | -6.2% |
| 3M | -6.6% | -1.2% | -5.5% | -8.1% |
| 6M | +0.9% | +46.6% | -45.7% | -20.5% |
| YTD | +31.1% | +60.0% | -28.9% | -2.2% |
| 1Y | +27.7% | +70.8% | -43.1% | -9.5% |
| 3Y | +71.2% | +187.5% | -116.3% | -17.6% |
| 5Y | +177.6% | +426.1% | -248.5% | -14.2% |
| All | +114.7% | +731.8% | -617.1% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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