-12.3%
AMRZ vs BRKR
+65.8%
-78.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +12.9% | -7.7% | +3.1% |
| 7D | +10.3% | +2.9% | +7.4% | +9.6% |
| 30D | +18.7% | -0.1% | +18.8% | +18.4% |
| 3M | -14.6% | +26.9% | -41.6% | -18.9% |
| 6M | -12.9% | +75.6% | -88.5% | -26.5% |
| YTD | -17.4% | +35.8% | -53.2% | -26.4% |
| 1Y | -12.3% | +58.6% | -71.0% | -26.3% |
| All | -12.3% | +65.8% | -78.1% | -26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling