+1,616.4%
AMAT vs BRKR
+155.3%
+1,461.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.7% |
| 7D | +0.4% | -8.7% | +9.1% | +4.6% |
| 30D | -16.6% | -9.9% | -6.8% | -12.8% |
| 3M | -17.3% | -3.1% | -14.2% | -18.8% |
| 6M | +30.3% | +45.5% | -15.2% | +2.1% |
| YTD | +78.3% | +13.7% | +64.6% | +56.7% |
| 1Y | +169.8% | +67.4% | +102.3% | +90.9% |
| 3Y | +218.5% | -13.2% | +231.7% | +192.2% |
| 5Y | +247.7% | -39.5% | +287.2% | +281.7% |
| All | +1,616.4% | +155.3% | +1,461.1% | +833.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling