+223.9%
NXPI vs BKR
+125.3%
+98.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.7% |
| 7D | +3.9% | -7.0% | +10.8% | +6.5% |
| 30D | +1.4% | -8.1% | +9.5% | +4.4% |
| 3M | -21.5% | -6.6% | -14.9% | -19.9% |
| 6M | +19.4% | +0.9% | +18.5% | +18.6% |
| YTD | +9.9% | +31.1% | -21.1% | -0.9% |
| 1Y | +7.9% | +27.7% | -19.8% | -2.2% |
| 3Y | +22.7% | +71.2% | -48.5% | -1.1% |
| 5Y | +22.1% | +177.6% | -155.6% | -20.6% |
| All | +223.9% | +125.3% | +98.6% | +69.4% |
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 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