-12.8%
NVO vs BKR
+42.5%
-55.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | +2.2% | +1.7% | +0.4% | +2.2% |
| 30D | +6.0% | +3.3% | +2.6% | +5.9% |
| 3M | +7.9% | -3.6% | +11.5% | +8.5% |
| 6M | +27.1% | +5.0% | +22.0% | +27.3% |
| YTD | -3.8% | +40.9% | -44.8% | -7.2% |
| 1Y | -12.8% | +39.2% | -52.1% | -15.1% |
| All | -12.8% | +42.5% | -55.3% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling