+514.0%
NOW vs BKR
+56.4%
+457.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.4% |
| 7D | +0.3% | +3.8% | -3.5% | -0.4% |
| 30D | -27.0% | -10.3% | -16.7% | -25.7% |
| 3M | -19.6% | -21.7% | +2.1% | -16.4% |
| 6M | +17.5% | -23.8% | +41.2% | +22.5% |
| YTD | -33.3% | +10.3% | -43.5% | -35.7% |
| 1Y | -39.8% | +5.7% | -45.5% | -41.6% |
| 3Y | -19.9% | +52.6% | -72.6% | -28.4% |
| 5Y | -26.1% | +127.1% | -153.1% | -39.7% |
| All | +514.0% | +56.4% | +457.6% | +342.0% |
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 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