+58.6%
BRKR vs ALC
+4.2%
+54.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +6.8% | +6.1% | +11.0% |
| 7D | +2.9% | +10.7% | -7.8% | +0.4% |
| 30D | -0.1% | +20.2% | -20.3% | -4.4% |
| 3M | +26.9% | +8.9% | +18.0% | +24.3% |
| 6M | +75.6% | +5.7% | +69.9% | +70.5% |
| YTD | +35.8% | -1.4% | +37.3% | +39.5% |
| 1Y | +58.6% | +4.7% | +53.9% | +56.4% |
| All | +58.6% | +4.2% | +54.4% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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