+14,546.7%
NVDA vs BKR
+125.3%
+14,421.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | -5.1% | -7.0% | +1.9% | -3.1% |
| 30D | -2.5% | -8.1% | +5.6% | 0.0% |
| 3M | +6.7% | -6.6% | +13.3% | +8.5% |
| 6M | +17.6% | +0.9% | +16.8% | +16.1% |
| YTD | +17.3% | +31.1% | -13.8% | +6.3% |
| 1Y | +23.5% | +27.7% | -4.2% | +12.4% |
| 3Y | +384.6% | +71.2% | +313.4% | +298.5% |
| 5Y | +875.4% | +177.6% | +697.8% | +572.2% |
| All | +14,546.7% | +125.3% | +14,421.4% | +8,779.2% |
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