+115.9%
BKR vs NVT
+694.8%
-578.9%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -2.1% | -4.5% | -5.6% |
| 7D | -6.7% | +2.0% | -8.7% | -7.6% |
| 30D | -8.3% | -7.2% | -1.2% | -5.4% |
| 3M | -5.4% | -0.9% | -4.5% | -7.0% |
| 6M | +0.8% | +42.6% | -41.8% | -19.5% |
| YTD | +31.8% | +52.9% | -21.0% | +0.7% |
| 1Y | +28.6% | +64.5% | -35.9% | -7.2% |
| 3Y | +71.2% | +178.0% | -106.8% | -16.3% |
| 5Y | +179.2% | +402.8% | -223.6% | -11.7% |
| All | +115.9% | +694.8% | -578.9% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling