+4,392.9%
LII vs BRKR
+173.2%
+4,219.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.5% |
| 7D | -3.5% | -9.8% | +6.4% | -1.6% |
| 30D | -13.5% | -6.1% | -7.4% | -12.7% |
| 3M | -26.0% | -2.4% | -23.6% | -26.5% |
| 6M | -26.8% | +46.7% | -73.5% | -33.2% |
| YTD | -22.9% | +14.0% | -36.8% | -26.5% |
| 1Y | -32.6% | +76.5% | -109.1% | -41.2% |
| 3Y | -1.3% | -11.7% | +10.4% | -4.1% |
| 5Y | +23.1% | -39.3% | +62.4% | +26.8% |
| 10Y | +169.2% | +154.1% | +15.1% | +112.6% |
| All | +4,392.9% | +173.2% | +4,219.8% | +2,597.4% |
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