+27.7%
BKR vs NWSA
+3.0%
+24.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -2.8% | -4.2% | -7.2% |
| 30D | -8.1% | +3.0% | -11.2% | -8.0% |
| 3M | -6.6% | +12.3% | -18.9% | -5.6% |
| 6M | +0.9% | +21.9% | -21.0% | +1.6% |
| YTD | +31.1% | +13.6% | +17.5% | +33.4% |
| 1Y | +27.7% | +0.5% | +27.2% | +31.6% |
| All | +27.7% | +3.0% | +24.7% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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