+187.0%
BR vs BRKR
+155.3%
+31.7%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -3.0% | -8.7% | +5.7% | -1.3% |
| 30D | -0.3% | -9.9% | +9.6% | +1.5% |
| 3M | +17.3% | -3.1% | +20.4% | +15.7% |
| 6M | -6.7% | +45.5% | -52.2% | -16.9% |
| YTD | -23.4% | +13.7% | -37.1% | -28.3% |
| 1Y | -32.7% | +67.4% | -100.1% | -43.2% |
| 3Y | -5.9% | -13.2% | +7.3% | -10.7% |
| 5Y | +8.4% | -39.5% | +47.9% | +12.5% |
| All | +187.0% | +155.3% | +31.7% | +96.1% |
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 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