+2,683.6%
BRO vs BRKR
+172.5%
+2,511.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | -7.3% | -8.7% | +1.3% | -6.4% |
| 30D | -6.9% | -9.9% | +3.0% | -5.9% |
| 3M | +10.7% | -3.1% | +13.8% | +10.3% |
| 6M | -2.7% | +45.5% | -48.2% | -8.0% |
| YTD | -16.3% | +13.7% | -30.0% | -18.9% |
| 1Y | -29.1% | +67.4% | -96.5% | -34.5% |
| 3Y | -7.8% | -13.2% | +5.4% | -10.2% |
| 5Y | +18.7% | -39.5% | +58.2% | +19.6% |
| 10Y | +291.9% | +153.5% | +138.4% | +236.7% |
| All | +2,683.6% | +172.5% | +2,511.1% | +1,938.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling