+7,150.9%
NEE vs BKR
+528.0%
+6,622.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | +0.6% |
| 7D | -1.9% | -6.7% | +4.7% | -1.1% |
| 30D | -3.1% | -8.3% | +5.2% | -2.1% |
| 3M | -2.4% | -5.4% | +3.0% | -1.9% |
| 6M | -8.6% | +0.8% | -9.4% | -9.1% |
| YTD | +4.9% | +31.8% | -26.9% | +0.9% |
| 1Y | +19.4% | +28.6% | -9.2% | +14.9% |
| 3Y | +34.9% | +71.2% | -36.4% | +23.8% |
| 5Y | +11.0% | +179.2% | -168.2% | -5.6% |
| 10Y | +252.3% | +124.0% | +128.4% | +189.2% |
| All | +7,150.9% | +528.0% | +6,622.9% | +4,860.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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