-16.6%
BX vs BRKR
+100.6%
-117.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.9% |
| 7D | -4.4% | +2.5% | -6.9% | -4.7% |
| 30D | +0.1% | +11.5% | -11.4% | -1.6% |
| 3M | +16.0% | -2.4% | +18.4% | +15.1% |
| 6M | +21.6% | +52.3% | -30.7% | +6.8% |
| YTD | -8.9% | +24.5% | -33.4% | -17.5% |
| 1Y | -16.6% | +97.3% | -114.0% | -28.7% |
| All | -16.6% | +100.6% | -117.2% | -28.7% |
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