+1,350.3%
CRS vs BRKR
-39.7%
+1,390.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -6.8% | -8.7% | +1.9% | -4.8% |
| 30D | -16.1% | -9.9% | -6.3% | -14.2% |
| 3M | -21.2% | -3.1% | -18.1% | -22.4% |
| 6M | +8.7% | +45.5% | -36.8% | -5.4% |
| YTD | +41.0% | +13.7% | +27.3% | +30.3% |
| 1Y | +82.7% | +67.4% | +15.2% | +50.2% |
| 3Y | +604.8% | -13.2% | +618.0% | +558.1% |
| All | +1,350.3% | -39.7% | +1,390.0% | +1,222.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling