+28.3%
RCL vs BRKR
+47.8%
-19.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +5.9% | -1.0% |
| 7D | +3.9% | -6.4% | +10.3% | +5.3% |
| 30D | +11.8% | -4.0% | +15.8% | +12.5% |
| 3M | -0.8% | +10.7% | -11.6% | -4.2% |
| 6M | +23.6% | +53.0% | -29.4% | +1.9% |
| YTD | +17.6% | +23.6% | -6.0% | +0.2% |
| 1Y | +28.3% | +45.0% | -16.8% | -2.4% |
| All | +28.3% | +47.8% | -19.5% | -2.4% |
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