-43.0%
RGEN vs BRKR
-39.7%
-3.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.5% |
| 7D | -1.4% | -8.7% | +7.2% | +4.0% |
| 30D | -0.3% | -9.9% | +9.5% | +5.9% |
| 3M | +23.9% | -3.1% | +27.0% | +20.6% |
| 6M | +38.5% | +45.5% | -7.0% | 0.0% |
| YTD | +0.8% | +13.7% | -12.9% | -15.0% |
| 1Y | +38.2% | +67.4% | -29.2% | -12.2% |
| 3Y | +1.3% | -13.2% | +14.5% | -6.4% |
| All | -43.0% | -39.7% | -3.2% | -33.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling