-36.8%
BRKR vs DAR
-9.0%
-27.9%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | +0.2% |
| 7D | -8.7% | -0.1% | -8.5% | -8.7% |
| 30D | -9.9% | +2.6% | -12.5% | -10.6% |
| 3M | -3.1% | +14.2% | -17.3% | -6.9% |
| 6M | +45.5% | +17.2% | +28.3% | +38.3% |
| YTD | +13.7% | +80.9% | -67.2% | -4.2% |
| 1Y | +67.4% | +104.0% | -36.5% | +35.9% |
| 3Y | -13.2% | +3.6% | -16.8% | -19.0% |
| All | -36.8% | -9.0% | -27.9% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling