+1,449.6%
NET vs BKR
+234.1%
+1,215.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.7% | -1.9% |
| 7D | -7.0% | +1.7% | -8.7% | -7.3% |
| 30D | -4.8% | +3.3% | -8.1% | -5.5% |
| 3M | +3.8% | -3.6% | +7.4% | +4.4% |
| 6M | +50.0% | +5.0% | +45.0% | +47.9% |
| YTD | +41.5% | +40.9% | +0.5% | +31.3% |
| 1Y | +32.8% | +39.2% | -6.4% | +23.4% |
| 3Y | +335.9% | +83.7% | +252.1% | +284.0% |
| 5Y | +113.8% | +207.5% | -93.7% | +78.3% |
| All | +1,449.6% | +234.1% | +1,215.5% | +1,227.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling