+3,743.1%
ASX vs BRKR
+20.1%
+3,723.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.7% | -0.9% |
| 7D | +5.2% | -8.7% | +13.9% | +6.9% |
| 30D | +0.5% | -9.9% | +10.3% | +2.3% |
| 3M | +8.3% | -3.1% | +11.4% | +7.9% |
| 6M | +82.0% | +45.5% | +36.5% | +67.2% |
| YTD | +147.6% | +13.7% | +133.9% | +137.0% |
| 1Y | +258.8% | +67.4% | +191.4% | +217.5% |
| 3Y | +452.1% | -13.2% | +465.3% | +439.9% |
| 5Y | +441.7% | -39.5% | +481.2% | +461.2% |
| 10Y | +946.1% | +153.5% | +792.7% | +748.7% |
| All | +3,743.1% | +20.1% | +3,723.0% | +2,275.4% |
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