+925.6%
BAH vs BRKR
+262.4%
+663.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.3% |
| 7D | +4.3% | -8.7% | +12.9% | +6.2% |
| 30D | -2.5% | -9.9% | +7.4% | -0.5% |
| 3M | -0.9% | -3.1% | +2.1% | -2.3% |
| 6M | +1.5% | +45.5% | -44.0% | -10.2% |
| YTD | -8.0% | +13.7% | -21.7% | -14.0% |
| 1Y | -24.7% | +67.4% | -92.2% | -36.3% |
| 3Y | -28.4% | -13.2% | -15.2% | -32.0% |
| 5Y | +2.8% | -39.5% | +42.3% | +4.5% |
| 10Y | +206.4% | +153.5% | +52.9% | +100.7% |
| All | +925.6% | +262.4% | +663.2% | +467.1% |
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