+384.7%
AGI vs BRKR
-39.7%
+424.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -2.7% | -8.7% | +5.9% | -1.2% |
| 30D | +7.2% | -9.9% | +17.1% | +9.2% |
| 3M | +4.3% | -3.1% | +7.3% | +3.9% |
| 6M | -27.1% | +45.5% | -72.6% | -32.4% |
| YTD | -6.6% | +13.7% | -20.3% | -10.3% |
| 1Y | +9.5% | +67.4% | -57.9% | -0.5% |
| 3Y | +208.4% | -13.2% | +221.7% | +206.7% |
| All | +384.7% | -39.7% | +424.4% | +360.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling