-9.3%
BR vs BRKR
+47.8%
-57.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.0% | +11.4% | +2.0% |
| 7D | +8.9% | -6.4% | +15.2% | +8.4% |
| 30D | +22.2% | -4.0% | +26.3% | +22.0% |
| 3M | +19.4% | +10.7% | +8.7% | +20.1% |
| 6M | +29.1% | +53.0% | -23.9% | +26.6% |
| YTD | -11.5% | +23.6% | -35.1% | -11.7% |
| 1Y | -9.3% | +45.0% | -54.3% | -10.8% |
| All | -9.3% | +47.8% | -57.1% | -10.8% |
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