+409.0%
AG vs BRKR
+654.7%
-245.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.9% |
| 7D | -6.7% | -8.7% | +1.9% | -4.4% |
| 30D | +2.2% | -9.9% | +12.0% | +5.3% |
| 3M | +15.7% | -3.1% | +18.8% | +15.2% |
| 6M | -23.8% | +45.5% | -69.3% | -32.6% |
| YTD | +17.6% | +13.7% | +4.0% | +11.1% |
| 1Y | +88.6% | +67.4% | +21.2% | +58.5% |
| 3Y | +253.4% | -13.2% | +266.6% | +243.9% |
| 5Y | +62.4% | -39.5% | +101.9% | +70.8% |
| 10Y | +61.2% | +153.5% | -92.2% | +7.2% |
| All | +409.0% | +654.7% | -245.8% | +97.7% |
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 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