+115.1%
NOK vs BRKR
-39.7%
+154.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.8% |
| 7D | +11.0% | -8.7% | +19.6% | +12.6% |
| 30D | +7.8% | -9.9% | +17.7% | +9.6% |
| 3M | -21.0% | -3.1% | -17.9% | -21.6% |
| 6M | +40.9% | +45.5% | -4.6% | +28.0% |
| YTD | +72.0% | +13.7% | +58.3% | +63.8% |
| 1Y | +140.9% | +67.4% | +73.5% | +109.2% |
| 3Y | +194.3% | -13.2% | +207.5% | +184.4% |
| All | +115.1% | -39.7% | +154.9% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling