+8.2%
NOW vs BKR
+81.5%
-73.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -4.1% | -1.5% | -2.6% | -3.9% |
| 30D | +2.9% | -0.7% | +3.6% | +2.9% |
| 3M | +22.6% | +0.5% | +22.1% | +22.3% |
| 6M | +7.5% | +6.6% | +0.9% | +5.6% |
| YTD | -14.4% | +41.3% | -55.7% | -21.7% |
| 1Y | -29.8% | +42.2% | -72.0% | -36.1% |
| All | +8.2% | +81.5% | -73.3% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling