+32.2%
CB vs BRKR
+65.8%
-33.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +12.9% | -10.8% | +2.7% |
| 7D | +5.3% | +2.9% | +2.4% | +5.3% |
| 30D | +13.2% | -0.1% | +13.3% | +13.3% |
| 3M | +7.8% | +26.9% | -19.2% | +8.9% |
| 6M | +15.8% | +75.6% | -59.8% | +17.3% |
| YTD | +21.0% | +35.8% | -14.9% | +21.5% |
| 1Y | +32.2% | +58.6% | -26.5% | +30.0% |
| All | +32.2% | +65.8% | -33.6% | +30.0% |
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