+47.2%
CAPR vs BRKR
+65.8%
-18.6%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +12.9% | -4.7% | +5.1% |
| 7D | +43.2% | +2.9% | +40.3% | +42.0% |
| 30D | +14.7% | -0.1% | +14.8% | +14.3% |
| 3M | +113.9% | +26.9% | +87.0% | +100.5% |
| 6M | -73.4% | +75.6% | -149.0% | -79.7% |
| YTD | -69.1% | +35.8% | -104.9% | -72.8% |
| 1Y | +47.2% | +58.6% | -11.4% | +22.4% |
| All | +47.2% | +65.8% | -18.6% | +22.4% |
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