+513.1%
AVAV vs BRKR
+634.9%
-121.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +1.4% | -8.7% | +10.1% | +3.5% |
| 30D | -24.3% | -9.9% | -14.4% | -22.5% |
| 3M | -20.1% | -3.1% | -17.0% | -20.5% |
| 6M | -29.4% | +45.5% | -74.9% | -36.1% |
| YTD | -39.3% | +13.7% | -53.0% | -42.3% |
| 1Y | -39.3% | +67.4% | -106.8% | -47.1% |
| 3Y | +29.5% | -13.2% | +42.7% | +25.5% |
| 5Y | +56.3% | -39.5% | +95.8% | +60.7% |
| 10Y | +518.8% | +153.5% | +365.3% | +388.2% |
| All | +513.1% | +634.9% | -121.8% | +319.9% |
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 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