-24.7%
BAH vs BRKR
+75.9%
-100.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +4.3% | -8.7% | +12.9% | +4.4% |
| 30D | -2.5% | -9.9% | +7.4% | -2.3% |
| 3M | -0.9% | -3.1% | +2.1% | -2.0% |
| 6M | +1.5% | +45.5% | -44.0% | -6.3% |
| YTD | -8.0% | +13.7% | -21.7% | -10.4% |
| 1Y | -24.7% | +67.4% | -92.2% | -31.5% |
| All | -24.7% | +75.9% | -100.7% | -31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling