+15.4%
NXPI vs BKR
+174.4%
-159.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.7% | +8.1% | +3.8% |
| 7D | +0.7% | -6.7% | +7.3% | +3.0% |
| 30D | -4.2% | -8.3% | +4.2% | -1.3% |
| 3M | -20.4% | -5.4% | -15.0% | -19.2% |
| 6M | +12.5% | +0.8% | +11.7% | +11.9% |
| YTD | +5.2% | +31.8% | -26.6% | -4.9% |
| 1Y | +5.1% | +28.6% | -23.5% | -4.4% |
| 3Y | +17.7% | +71.2% | -53.6% | -3.6% |
| All | +15.4% | +174.4% | -159.0% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling