-37.8%
BROS vs BRKR
+47.8%
-85.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | -9.0% | -12.4% | -19.2% |
| 7D | -21.4% | -6.4% | -15.0% | -19.7% |
| 30D | -11.5% | -4.0% | -7.5% | -10.1% |
| 3M | -47.4% | +10.7% | -58.1% | -48.7% |
| 6M | -39.5% | +53.0% | -92.5% | -50.4% |
| YTD | -43.5% | +23.6% | -67.2% | -51.3% |
| 1Y | -37.8% | +45.0% | -82.8% | -54.8% |
| All | -37.8% | +47.8% | -85.6% | -54.8% |
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