-32.6%
AAL vs BRKR
-39.7%
+7.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.2% | +1.5% | +1.3% |
| 7D | -0.9% | -8.7% | +7.8% | +2.1% |
| 30D | -12.9% | -9.9% | -3.0% | -10.0% |
| 3M | -11.2% | -3.1% | -8.1% | -12.9% |
| 6M | +17.8% | +45.5% | -27.7% | -3.0% |
| YTD | -15.1% | +13.7% | -28.8% | -23.6% |
| 1Y | +0.5% | +67.4% | -67.0% | -23.6% |
| 3Y | -7.7% | -13.2% | +5.5% | -14.9% |
| All | -32.6% | -39.7% | +7.1% | -39.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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