+39.0%
RDW vs BRKR
+47.3%
-8.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.1% | -5.8% | -4.8% |
| 7D | +7.2% | +0.5% | +6.8% | +7.0% |
| 30D | -10.3% | +10.8% | -21.1% | -13.4% |
| 3M | -41.4% | +6.4% | -47.8% | -42.7% |
| 6M | -32.5% | +40.7% | -73.2% | -50.9% |
| YTD | +1.7% | +31.2% | -29.4% | -24.2% |
| 1Y | +39.0% | +48.0% | -9.0% | -1.2% |
| All | +39.0% | +47.3% | -8.3% | -1.2% |
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