+245.6%
CRH vs BRKR
+155.3%
+90.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.3% | +1.1% |
| 7D | -6.1% | -8.7% | +2.6% | -3.5% |
| 30D | -9.3% | -9.9% | +0.6% | -6.7% |
| 3M | -15.2% | -3.1% | -12.1% | -16.2% |
| 6M | -14.2% | +45.5% | -59.7% | -26.5% |
| YTD | -28.3% | +13.7% | -41.9% | -33.8% |
| 1Y | -21.8% | +67.4% | -89.2% | -37.1% |
| 3Y | +71.6% | -13.2% | +84.8% | +61.5% |
| 5Y | +96.6% | -39.5% | +136.1% | +104.8% |
| All | +245.6% | +155.3% | +90.3% | +128.5% |
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