+141.8%
BRKR vs CASY
+6,741.9%
-6,600.1%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.5% |
| 7D | -8.7% | -18.6% | +9.9% | -1.3% |
| 30D | -9.9% | -26.6% | +16.8% | +1.0% |
| 3M | -3.1% | -32.8% | +29.7% | +11.8% |
| 6M | +45.5% | -10.0% | +55.5% | +47.0% |
| YTD | +13.7% | +11.6% | +2.1% | +4.8% |
| 1Y | +67.4% | +11.5% | +55.9% | +54.0% |
| 3Y | -13.2% | +160.7% | -173.9% | -45.1% |
| 5Y | -39.5% | +232.4% | -271.9% | -66.0% |
| 10Y | +153.5% | +450.8% | -297.3% | +9.9% |
| All | +141.8% | +6,741.9% | -6,600.1% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling