+8.5%
IRM vs BRKR
+47.8%
-39.3%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | -9.0% | -2.1% | -10.1% |
| 7D | -10.9% | -6.4% | -4.5% | -10.2% |
| 30D | -9.4% | -4.0% | -5.4% | -9.0% |
| 3M | -16.4% | +10.7% | -27.1% | -16.9% |
| 6M | -18.7% | +53.0% | -71.7% | -22.7% |
| YTD | +30.1% | +23.6% | +6.5% | +21.8% |
| 1Y | +8.5% | +45.0% | -36.5% | -6.3% |
| All | +8.5% | +47.8% | -39.3% | -6.3% |
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 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