+58.6%
BRKR vs TAP
+4.4%
+54.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +3.0% | +9.9% | +13.4% |
| 7D | +2.9% | +9.9% | -7.1% | +4.9% |
| 30D | -0.1% | +18.1% | -18.2% | +2.9% |
| 3M | +26.9% | +3.2% | +23.7% | +28.9% |
| 6M | +75.6% | +8.4% | +67.2% | +79.3% |
| YTD | +35.8% | -4.4% | +40.3% | +37.2% |
| 1Y | +58.6% | +3.2% | +55.4% | +58.0% |
| All | +58.6% | +4.4% | +54.3% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 1y: compounded portfolio wealth divided by compounded TAP 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…
1y analysis · Full analysis span regression · 6 months rolling