-19.7%
MKC vs BRKR
+47.8%
-67.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.0% | +8.2% | -1.0% |
| 7D | +7.0% | -6.4% | +13.3% | +6.7% |
| 30D | +11.4% | -4.0% | +15.5% | +11.4% |
| 3M | -3.7% | +10.7% | -14.5% | -3.4% |
| 6M | +5.3% | +53.0% | -47.7% | +6.0% |
| YTD | -24.4% | +23.6% | -48.0% | -23.7% |
| 1Y | -19.7% | +45.0% | -64.7% | -22.4% |
| All | -19.7% | +47.8% | -67.5% | -22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling