+31,886.7%
NVO vs BKR
+528.0%
+31,358.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.4% | -0.5% |
| 7D | -7.4% | -6.7% | -0.7% | -6.7% |
| 30D | -5.5% | -8.3% | +2.8% | -4.7% |
| 3M | +4.1% | -5.4% | +9.5% | +4.6% |
| 6M | +19.3% | +0.8% | +18.5% | +18.8% |
| YTD | -9.2% | +31.8% | -41.0% | -12.3% |
| 1Y | -15.0% | +28.6% | -43.6% | -17.8% |
| 3Y | -50.9% | +71.2% | -122.1% | -54.2% |
| 5Y | -0.9% | +179.2% | -180.1% | -13.7% |
| 10Y | +152.4% | +124.0% | +28.5% | +114.0% |
| All | +31,886.7% | +528.0% | +31,358.8% | +23,545.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling