+629.5%
AEIS vs BRKR
+172.5%
+457.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.2% | +5.2% | +5.0% |
| 7D | +2.3% | -8.7% | +10.9% | +4.9% |
| 30D | -14.8% | -9.9% | -5.0% | -12.4% |
| 3M | -15.6% | -3.1% | -12.5% | -16.7% |
| 6M | -8.7% | +45.5% | -54.2% | -20.8% |
| YTD | +37.3% | +13.7% | +23.6% | +27.2% |
| 1Y | +80.3% | +67.4% | +12.9% | +48.4% |
| 3Y | +177.9% | -13.2% | +191.2% | +168.0% |
| 5Y | +235.8% | -39.5% | +275.3% | +255.0% |
| 10Y | +558.6% | +153.5% | +405.2% | +380.7% |
| All | +629.5% | +172.5% | +457.0% | +260.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling