-58.5%
FIG vs BRKR
+75.9%
-134.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.2% | +5.0% | +4.8% |
| 7D | -3.8% | -8.7% | +4.9% | -3.2% |
| 30D | -2.3% | -9.9% | +7.5% | -1.7% |
| 3M | +20.0% | -3.1% | +23.0% | +16.8% |
| 6M | -16.7% | +45.5% | -62.2% | -25.4% |
| YTD | -37.9% | +13.7% | -51.6% | -42.2% |
| 1Y | -58.5% | +67.4% | -126.0% | -60.0% |
| All | -58.5% | +75.9% | -134.5% | -60.0% |
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