-9.2%
BRO vs BRKR
+47.3%
-56.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +2.1% |
| 7D | -0.3% | +0.5% | -0.7% | -0.2% |
| 30D | +11.3% | +10.8% | +0.5% | +11.9% |
| 3M | +0.7% | +6.4% | -5.7% | +1.2% |
| 6M | +32.9% | +40.7% | -7.8% | +33.5% |
| YTD | -8.8% | +31.2% | -40.0% | -8.2% |
| 1Y | -9.2% | +48.0% | -57.2% | -8.3% |
| All | -9.2% | +47.3% | -56.6% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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