+661.1%
BX vs BRKR
+155.3%
+505.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | -5.6% | -8.7% | +3.1% | -2.2% |
| 30D | -12.2% | -9.9% | -2.4% | -8.8% |
| 3M | +7.4% | -3.1% | +10.5% | +5.5% |
| 6M | +22.2% | +45.5% | -23.3% | -1.2% |
| YTD | -14.0% | +13.7% | -27.7% | -23.4% |
| 1Y | -27.3% | +67.4% | -94.7% | -46.3% |
| 3Y | +24.5% | -13.2% | +37.8% | +13.9% |
| 5Y | +18.9% | -39.5% | +58.4% | +26.7% |
| All | +661.1% | +155.3% | +505.7% | +384.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling