-13.2%
BRKR vs ARWR
+173.9%
-187.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.1% | -0.4% | -0.3% |
| 7D | -8.7% | -4.0% | -4.6% | -8.0% |
| 30D | -9.9% | -5.0% | -4.8% | -9.1% |
| 3M | -3.1% | +11.3% | -14.4% | -5.5% |
| 6M | +45.5% | +42.6% | +2.9% | +35.7% |
| YTD | +13.7% | +24.8% | -11.1% | +7.9% |
| 1Y | +67.4% | +178.8% | -111.3% | +35.8% |
| 3Y | -13.2% | +183.3% | -196.6% | -38.9% |
| All | -13.2% | +173.9% | -187.1% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 3y: compounded portfolio wealth divided by compounded ARWR 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…
3y analysis · Full analysis span regression · 6 months rolling