+141.8%
BRKR vs RRC
+2,055.0%
-1,913.2%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -8.7% | -1.8% | -6.9% | -8.4% |
| 30D | -9.9% | +2.7% | -12.5% | -10.3% |
| 3M | -3.1% | +8.8% | -11.9% | -4.8% |
| 6M | +45.5% | -1.2% | +46.7% | +44.8% |
| YTD | +13.7% | +17.6% | -3.9% | +9.1% |
| 1Y | +67.4% | +18.4% | +49.0% | +60.0% |
| 3Y | -13.2% | +33.1% | -46.3% | -20.2% |
| 5Y | -39.5% | +148.2% | -187.7% | -53.7% |
| 10Y | +153.5% | +4.3% | +149.2% | +98.0% |
| All | +141.8% | +2,055.0% | -1,913.2% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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