+151.1%
KRE vs BRKR
+1,074.2%
-923.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -1.8% | -8.7% | +6.8% | +0.6% |
| 30D | -4.5% | -9.9% | +5.4% | -1.9% |
| 3M | +2.7% | -3.1% | +5.8% | +1.6% |
| 6M | +16.9% | +45.5% | -28.6% | +1.0% |
| YTD | +15.4% | +13.7% | +1.7% | +6.4% |
| 1Y | +16.1% | +67.4% | -51.4% | -5.5% |
| 3Y | +85.7% | -13.2% | +98.9% | +74.4% |
| 5Y | +33.3% | -39.5% | +72.7% | +35.9% |
| 10Y | +123.3% | +153.5% | -30.1% | +44.2% |
| All | +151.1% | +1,074.2% | -923.1% | +2.5% |
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 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