+780.0%
NOW vs BKR
+126.6%
+653.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +1.2% |
| 7D | -9.9% | -6.7% | -3.2% | -8.8% |
| 30D | +2.8% | -8.3% | +11.2% | +4.3% |
| 3M | +23.7% | -5.4% | +29.1% | +24.6% |
| 6M | +12.5% | +0.8% | +11.7% | +11.4% |
| YTD | -14.4% | +31.8% | -46.2% | -19.8% |
| 1Y | -29.0% | +28.6% | -57.6% | -33.3% |
| 3Y | +9.3% | +71.2% | -61.9% | -3.8% |
| 5Y | +1.2% | +179.2% | -178.0% | -20.2% |
| All | +780.0% | +126.6% | +653.4% | +503.9% |
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