+183.6%
KEY vs BRKR
+172.5%
+11.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -1.5% | -8.7% | +7.1% | +0.2% |
| 30D | -3.7% | -9.9% | +6.2% | -1.8% |
| 3M | -1.3% | -3.1% | +1.8% | -2.0% |
| 6M | +13.3% | +45.5% | -32.2% | +2.3% |
| YTD | +9.0% | +13.7% | -4.7% | +3.1% |
| 1Y | +18.7% | +67.4% | -48.8% | +2.9% |
| 3Y | +125.3% | -13.2% | +138.5% | +116.9% |
| 5Y | +40.2% | -39.5% | +79.7% | +43.1% |
| 10Y | +170.7% | +153.5% | +17.2% | +107.3% |
| All | +183.6% | +172.5% | +11.1% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling