+149.5%
BRKR vs CASY
+453.5%
-304.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.4% |
| 7D | -8.7% | -18.6% | +9.9% | -2.8% |
| 30D | -9.9% | -26.6% | +16.8% | -1.2% |
| 3M | -3.1% | -32.8% | +29.7% | +8.9% |
| 6M | +45.5% | -10.0% | +55.5% | +46.0% |
| YTD | +13.7% | +11.6% | +2.1% | +5.0% |
| 1Y | +67.4% | +11.5% | +55.9% | +54.4% |
| 3Y | -13.2% | +160.7% | -173.9% | -43.2% |
| 5Y | -39.5% | +232.4% | -271.9% | -64.7% |
| All | +149.5% | +453.5% | -304.0% | +23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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