-28.0%
ORCL vs BRKR
+100.6%
-128.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.4% |
| 7D | +5.3% | +2.5% | +2.8% | +4.7% |
| 30D | +10.0% | +11.5% | -1.5% | +7.6% |
| 3M | -32.6% | -2.4% | -30.2% | -33.3% |
| 6M | +4.9% | +52.3% | -47.4% | -6.4% |
| YTD | -17.8% | +24.5% | -42.2% | -25.0% |
| 1Y | -28.0% | +97.3% | -125.3% | -31.3% |
| All | -28.0% | +100.6% | -128.6% | -31.3% |
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