-71.4%
OPEN vs BRKR
+65.8%
-137.2%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +12.9% | +0.9% | +9.5% |
| 7D | +3.7% | +2.9% | +0.8% | +2.5% |
| 30D | -14.3% | -0.1% | -14.2% | -14.7% |
| 3M | -51.9% | +26.9% | -78.9% | -56.0% |
| 6M | -61.4% | +75.6% | -137.0% | -73.1% |
| YTD | -66.0% | +35.8% | -101.9% | -71.2% |
| 1Y | -71.4% | +58.6% | -130.0% | -81.4% |
| All | -71.4% | +65.8% | -137.2% | -81.4% |
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