+60.7%
NEM vs BKR
+28.9%
+31.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | -1.0% | -7.0% | +6.0% | +1.9% |
| 30D | +7.8% | -8.1% | +16.0% | +11.5% |
| 3M | +30.2% | -6.6% | +36.8% | +34.1% |
| 6M | +9.6% | +0.9% | +8.7% | +9.8% |
| YTD | +27.8% | +31.1% | -3.3% | +17.4% |
| 1Y | +60.7% | +27.7% | +33.0% | +50.5% |
| All | +60.7% | +28.9% | +31.8% | +50.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling