+209.9%
BKNG vs BRKR
+156.0%
+53.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +1.0% |
| 7D | -10.7% | -9.8% | -0.8% | -8.0% |
| 30D | -18.1% | -6.1% | -12.0% | -16.9% |
| 3M | +8.5% | -2.4% | +10.9% | +7.0% |
| 6M | -0.1% | +46.7% | -46.7% | -14.2% |
| YTD | -18.2% | +14.0% | -32.2% | -24.5% |
| 1Y | -19.9% | +76.5% | -96.4% | -36.3% |
| 3Y | +41.6% | -11.7% | +53.3% | +31.6% |
| 5Y | +93.1% | -39.3% | +132.4% | +101.5% |
| All | +209.9% | +156.0% | +53.9% | +104.6% |
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 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