+1,098.7%
KEYS vs BRKR
+196.8%
+901.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | +3.5% | -8.7% | +12.2% | +6.5% |
| 30D | -4.5% | -9.9% | +5.4% | -1.5% |
| 3M | -0.4% | -3.1% | +2.7% | -2.1% |
| 6M | +19.1% | +45.5% | -26.4% | -0.4% |
| YTD | +66.7% | +13.7% | +53.0% | +51.1% |
| 1Y | +96.5% | +67.4% | +29.0% | +53.0% |
| 3Y | +155.2% | -13.2% | +168.4% | +139.6% |
| 5Y | +88.0% | -39.5% | +127.5% | +96.7% |
| 10Y | +1,046.8% | +153.5% | +893.3% | +626.4% |
| All | +1,098.7% | +196.8% | +901.9% | +631.3% |
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 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