+218.5%
AMAT vs BRKR
-11.8%
+230.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | +0.4% | -8.7% | +9.1% | +3.2% |
| 30D | -16.6% | -9.9% | -6.8% | -14.1% |
| 3M | -17.3% | -3.1% | -14.2% | -18.3% |
| 6M | +30.3% | +45.5% | -15.2% | +10.6% |
| YTD | +78.3% | +13.7% | +64.6% | +63.9% |
| 1Y | +169.8% | +67.4% | +102.3% | +114.5% |
| 3Y | +218.5% | -13.2% | +231.7% | +207.2% |
| All | +218.5% | -11.8% | +230.3% | +207.2% |
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