+1,817.5%
AMAT vs BRKR
+177.6%
+1,639.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.8% | +5.9% | +0.7% |
| 7D | +6.9% | -7.8% | +14.7% | +8.8% |
| 30D | -10.1% | -3.4% | -6.8% | -9.5% |
| 3M | -6.0% | -4.8% | -1.2% | -6.1% |
| 6M | +38.6% | +46.7% | -8.0% | +24.6% |
| YTD | +83.1% | +15.8% | +67.3% | +73.1% |
| 1Y | +188.3% | +75.4% | +112.9% | +146.9% |
| 3Y | +225.3% | -10.3% | +235.6% | +216.3% |
| 5Y | +262.0% | -38.8% | +300.7% | +280.6% |
| 10Y | +1,707.5% | +158.2% | +1,549.3% | +1,348.7% |
| All | +1,817.5% | +177.6% | +1,639.9% | +1,077.3% |
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