-16.5%
IT vs BRKR
+47.8%
-64.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -9.0% | +4.6% | -5.2% |
| 7D | -12.0% | -6.4% | -5.6% | -12.4% |
| 30D | +7.1% | -4.0% | +11.1% | +7.0% |
| 3M | +6.3% | +10.7% | -4.5% | +7.9% |
| 6M | +32.5% | +53.0% | -20.5% | +15.4% |
| YTD | -21.5% | +23.6% | -45.1% | -25.4% |
| 1Y | -16.5% | +45.0% | -61.5% | -28.2% |
| All | -16.5% | +47.8% | -64.3% | -28.2% |
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