+55.3%
ON vs BRKR
+75.9%
-20.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.2% | +8.8% | +8.6% |
| 7D | +2.4% | -8.7% | +11.0% | +4.4% |
| 30D | -8.6% | -9.9% | +1.2% | -6.6% |
| 3M | -34.3% | -3.1% | -31.3% | -34.8% |
| 6M | +28.5% | +45.5% | -17.0% | +15.3% |
| YTD | +40.6% | +13.7% | +26.9% | +35.1% |
| 1Y | +55.3% | +67.4% | -12.1% | +36.1% |
| All | +55.3% | +75.9% | -20.6% | +36.1% |
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