-21.1%
AMRZ vs BRKR
+41.6%
-62.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.2% |
| 7D | -7.5% | -8.7% | +1.1% | -6.2% |
| 30D | -12.4% | -9.9% | -2.6% | -11.0% |
| 3M | -22.4% | -3.1% | -19.3% | -23.0% |
| 6M | -29.5% | +45.5% | -75.0% | -35.7% |
| YTD | -24.1% | +13.7% | -37.8% | -28.3% |
| 1Y | -26.3% | +67.4% | -93.7% | -33.6% |
| All | -21.1% | +41.6% | -62.7% | -29.0% |
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