+133.4%
KR vs BRKR
+155.3%
-21.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.2% | +2.9% | +2.7% |
| 7D | -0.2% | -8.7% | +8.5% | -0.2% |
| 30D | +5.1% | -9.9% | +14.9% | +5.1% |
| 3M | -8.2% | -3.1% | -5.1% | -8.2% |
| 6M | -18.0% | +45.5% | -63.5% | -18.5% |
| YTD | -4.8% | +13.7% | -18.5% | -4.9% |
| 1Y | -11.0% | +67.4% | -78.5% | -12.2% |
| 3Y | +37.7% | -13.2% | +50.9% | +38.8% |
| 5Y | +52.8% | -39.5% | +92.3% | +55.9% |
| All | +133.4% | +155.3% | -21.9% | +111.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling