+99.1%
BKR vs NXT
+168.4%
-69.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.4% | -6.5% |
| 7D | -6.7% | -2.6% | -4.1% | -6.4% |
| 30D | -8.3% | -22.4% | +14.1% | -6.0% |
| 3M | -5.4% | -27.3% | +21.9% | -2.7% |
| 6M | +0.8% | -28.5% | +29.3% | +3.1% |
| YTD | +31.8% | -6.6% | +38.5% | +30.6% |
| 1Y | +28.6% | +20.4% | +8.2% | +23.4% |
| 3Y | +71.2% | +90.9% | -19.7% | +51.2% |
| All | +99.1% | +168.4% | -69.3% | +61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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