+953.3%
ASX vs BRKR
+155.3%
+797.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +5.2% | -8.7% | +13.9% | +8.4% |
| 30D | +0.5% | -9.9% | +10.3% | +3.8% |
| 3M | +8.3% | -3.1% | +11.4% | +7.0% |
| 6M | +82.0% | +45.5% | +36.5% | +53.2% |
| YTD | +147.6% | +13.7% | +133.9% | +125.6% |
| 1Y | +258.8% | +67.4% | +191.4% | +177.6% |
| 3Y | +452.1% | -13.2% | +465.3% | +420.1% |
| 5Y | +441.7% | -39.5% | +481.2% | +477.7% |
| All | +953.3% | +155.3% | +797.9% | +595.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling