+0.8%
BKR vs NVTS
+32.0%
-31.1%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.9% | -2.8% | -6.4% |
| 7D | -6.7% | +0.5% | -7.1% | -6.7% |
| 30D | -8.3% | -18.0% | +9.7% | -7.2% |
| 3M | -5.4% | -45.6% | +40.2% | -2.2% |
| 6M | +0.8% | +28.5% | -27.7% | -1.6% |
| All | +0.8% | +32.0% | -31.1% | -1.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling