+75.1%
ACWI vs BRKR
-11.8%
+86.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +0.9% |
| 7D | -1.0% | -8.7% | +7.7% | 0.0% |
| 30D | -0.9% | -9.9% | +9.0% | +0.2% |
| 3M | +3.5% | -3.1% | +6.6% | +2.9% |
| 6M | +12.8% | +45.5% | -32.7% | +5.6% |
| YTD | +14.0% | +13.7% | +0.3% | +9.8% |
| 1Y | +19.2% | +67.4% | -48.3% | +8.5% |
| 3Y | +75.1% | -13.2% | +88.3% | +69.7% |
| All | +75.1% | -11.8% | +86.9% | +69.7% |
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