+27.7%
BKR vs NVTS
+105.1%
-77.4%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.3% | -4.9% | -0.8% |
| 7D | -7.0% | -1.4% | -5.6% | -6.9% |
| 30D | -8.1% | -16.5% | +8.4% | -7.4% |
| 3M | -6.6% | -47.6% | +41.0% | -4.2% |
| 6M | +0.9% | +7.3% | -6.4% | 0.0% |
| YTD | +31.1% | +62.9% | -31.8% | +27.8% |
| 1Y | +27.7% | +91.3% | -63.6% | +27.2% |
| All | +27.7% | +105.1% | -77.4% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 1y: compounded portfolio wealth divided by compounded NVTS 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…
1y analysis · Full analysis span regression · 6 months rolling