+2,624.6%
RGEN vs BRKR
+172.5%
+2,452.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -1.4% | -8.7% | +7.2% | +0.7% |
| 30D | -0.3% | -9.9% | +9.5% | +2.2% |
| 3M | +23.9% | -3.1% | +27.0% | +23.5% |
| 6M | +38.5% | +45.5% | -7.0% | +24.7% |
| YTD | +0.8% | +13.7% | -12.9% | -4.0% |
| 1Y | +38.2% | +67.4% | -29.2% | +20.2% |
| 3Y | +1.3% | -13.2% | +14.5% | +2.1% |
| 5Y | -44.0% | -39.5% | -4.5% | -38.6% |
| 10Y | +413.1% | +153.5% | +259.7% | +332.9% |
| All | +2,624.6% | +172.5% | +2,452.1% | +1,618.4% |
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 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