+210.9%
BRKR vs RACE
+654.6%
-443.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.8% |
| 7D | -8.7% | +0.9% | -9.6% | -9.0% |
| 30D | -9.9% | +1.6% | -11.5% | -10.4% |
| 3M | -3.1% | +13.2% | -16.3% | -8.0% |
| 6M | +45.5% | +22.9% | +22.6% | +33.4% |
| YTD | +13.7% | +13.3% | +0.4% | +7.0% |
| 1Y | +67.4% | -12.7% | +80.1% | +73.3% |
| 3Y | -13.2% | +40.3% | -53.5% | -29.7% |
| 5Y | -39.5% | +96.5% | -136.0% | -58.3% |
| 10Y | +153.5% | +827.5% | -674.0% | +13.0% |
| All | +210.9% | +654.6% | -443.7% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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