-43.9%
ACI vs BRKR
-11.8%
-32.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.2% | +3.5% | +3.2% |
| 7D | -3.7% | -8.7% | +4.9% | -4.1% |
| 30D | +0.6% | -9.9% | +10.4% | +0.3% |
| 3M | -20.3% | -3.1% | -17.2% | -20.5% |
| 6M | -24.7% | +45.5% | -70.1% | -25.3% |
| YTD | -27.2% | +13.7% | -40.9% | -27.5% |
| 1Y | -32.7% | +67.4% | -100.2% | -34.1% |
| 3Y | -43.9% | -13.2% | -30.7% | -43.9% |
| All | -43.9% | -11.8% | -32.1% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling