+672.3%
AU vs BRKR
+155.3%
+516.9%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.3% | -8.7% | +4.4% | -3.2% |
| 30D | +7.3% | -9.9% | +17.2% | +8.7% |
| 3M | +26.3% | -3.1% | +29.4% | +26.2% |
| 6M | +1.8% | +45.5% | -43.7% | -2.9% |
| YTD | +26.8% | +13.7% | +13.1% | +23.4% |
| 1Y | +66.7% | +67.4% | -0.7% | +57.3% |
| 3Y | +579.1% | -13.2% | +592.3% | +574.0% |
| 5Y | +689.3% | -39.5% | +728.8% | +688.0% |
| All | +672.3% | +155.3% | +516.9% | +627.0% |
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 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