+9.1%
IR vs BRKR
+65.8%
-56.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +12.9% | -13.4% | -2.2% |
| 7D | +11.6% | +2.9% | +8.7% | +11.0% |
| 30D | +7.2% | -0.1% | +7.3% | +7.0% |
| 3M | -5.9% | +26.9% | -32.8% | -10.0% |
| 6M | +11.5% | +75.6% | -64.1% | -5.6% |
| YTD | +6.3% | +35.8% | -29.5% | -5.8% |
| 1Y | +9.1% | +58.6% | -49.6% | -11.9% |
| All | +9.1% | +65.8% | -56.7% | -11.9% |
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