+27.7%
BKR vs BRKR
+75.9%
-48.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.3% | -0.6% |
| 7D | -7.0% | -8.7% | +1.7% | -6.9% |
| 30D | -8.1% | -9.9% | +1.7% | -8.0% |
| 3M | -6.6% | -3.1% | -3.5% | -7.0% |
| 6M | +0.9% | +45.5% | -44.6% | -3.0% |
| YTD | +31.1% | +13.7% | +17.4% | +28.6% |
| 1Y | +27.7% | +67.4% | -39.7% | +24.7% |
| All | +27.7% | +75.9% | -48.2% | +24.7% |
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