+3,333.8%
RBA vs BRKR
+172.5%
+3,161.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.2% | +4.0% | +3.8% |
| 7D | +0.1% | -8.7% | +8.7% | +0.9% |
| 30D | -2.9% | -9.9% | +6.9% | -2.0% |
| 3M | -20.9% | -3.1% | -17.8% | -21.1% |
| 6M | -17.7% | +45.5% | -63.2% | -21.5% |
| YTD | -18.2% | +13.7% | -31.9% | -20.1% |
| 1Y | -29.1% | +67.4% | -96.5% | -33.5% |
| 3Y | +29.5% | -13.2% | +42.8% | +27.3% |
| 5Y | +40.2% | -39.5% | +79.7% | +41.4% |
| 10Y | +203.0% | +153.5% | +49.5% | +167.8% |
| All | +3,333.8% | +172.5% | +3,161.3% | +2,510.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling