+1,278.0%
AAPL vs BRKR
+155.3%
+1,122.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +2.0% | +1.8% |
| 7D | +3.8% | -8.7% | +12.5% | +6.3% |
| 30D | +9.9% | -9.9% | +19.8% | +12.7% |
| 3M | +12.5% | -3.1% | +15.6% | +10.8% |
| 6M | +27.6% | +45.5% | -17.9% | +9.4% |
| YTD | +22.6% | +13.7% | +8.9% | +12.4% |
| 1Y | +45.0% | +67.4% | -22.4% | +15.9% |
| 3Y | +87.8% | -13.2% | +101.0% | +73.2% |
| 5Y | +128.7% | -39.5% | +168.2% | +136.8% |
| All | +1,278.0% | +155.3% | +1,122.7% | +785.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling