+2.5%
BKR vs BRKR
+54.4%
-51.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.2% | +3.4% |
| 7D | -0.4% | -2.2% | +1.7% | -0.5% |
| 30D | -11.6% | +11.0% | -22.6% | -11.6% |
| 3M | -23.4% | +9.5% | -32.9% | -23.4% |
| 6M | -22.9% | +44.5% | -67.3% | -24.9% |
| YTD | +10.2% | +32.9% | -22.7% | +7.3% |
| 1Y | +2.5% | +50.2% | -47.7% | -3.7% |
| All | +2.5% | +54.4% | -51.9% | -3.7% |
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