+542.9%
BA vs BRKR
+173.2%
+369.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -2.7% | -9.8% | +7.1% | -1.1% |
| 30D | -12.2% | -6.1% | -6.1% | -11.4% |
| 3M | -2.0% | -2.4% | +0.4% | -2.5% |
| 6M | -6.0% | +46.7% | -52.6% | -12.9% |
| YTD | -5.7% | +14.0% | -19.6% | -9.4% |
| 1Y | -10.0% | +76.5% | -86.5% | -19.9% |
| 3Y | -3.1% | -11.7% | +8.7% | -6.1% |
| 5Y | -2.6% | -39.3% | +36.7% | -0.8% |
| 10Y | +73.2% | +154.1% | -80.9% | +45.2% |
| All | +542.9% | +173.2% | +369.8% | +307.6% |
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 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