+109.5%
AS vs BRKR
-24.8%
+134.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.7% | +2.5% |
| 7D | -4.9% | -8.7% | +3.7% | -3.0% |
| 30D | -15.0% | -9.9% | -5.2% | -13.2% |
| 3M | -21.2% | -3.1% | -18.1% | -22.2% |
| 6M | -16.0% | +45.5% | -61.5% | -26.8% |
| YTD | -24.8% | +13.7% | -38.5% | -30.6% |
| 1Y | -24.1% | +67.4% | -91.5% | -38.1% |
| All | +109.5% | -24.8% | +134.3% | +109.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling