+47.6%
ON vs BRKR
+65.8%
-18.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +12.9% | -14.8% | -4.4% |
| 7D | -5.8% | +2.9% | -8.7% | -6.4% |
| 30D | -17.1% | -0.1% | -17.0% | -17.3% |
| 3M | -11.8% | +26.9% | -38.7% | -16.9% |
| 6M | -30.2% | +75.6% | -105.8% | -39.6% |
| YTD | +31.6% | +35.8% | -4.3% | +22.2% |
| 1Y | +47.6% | +58.6% | -11.1% | +28.0% |
| All | +47.6% | +65.8% | -18.3% | +28.0% |
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