+39.1%
RGEN vs BRKR
+76.4%
-37.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.8% | +4.7% | +0.7% |
| 7D | -4.6% | -7.8% | +3.2% | -1.4% |
| 30D | +1.2% | -3.4% | +4.5% | +2.4% |
| 3M | +26.8% | -4.8% | +31.7% | +25.1% |
| 6M | +29.1% | +46.7% | -17.6% | -1.3% |
| YTD | +0.7% | +15.8% | -15.1% | -13.3% |
| 1Y | +39.1% | +75.4% | -36.4% | -7.2% |
| All | +39.1% | +76.4% | -37.3% | -7.2% |
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