+3,026.8%
RMD vs BRKR
+172.5%
+2,854.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -4.4% | -8.7% | +4.3% | -3.1% |
| 30D | -3.1% | -9.9% | +6.7% | -1.7% |
| 3M | +13.8% | -3.1% | +16.9% | +13.1% |
| 6M | -8.6% | +45.5% | -54.1% | -15.4% |
| YTD | -8.6% | +13.7% | -22.3% | -12.4% |
| 1Y | -19.7% | +67.4% | -87.1% | -27.8% |
| 3Y | +48.4% | -13.2% | +61.6% | +44.0% |
| 5Y | -22.7% | -39.5% | +16.8% | -21.3% |
| 10Y | +272.5% | +153.5% | +119.1% | +208.5% |
| All | +3,026.8% | +172.5% | +2,854.3% | +1,921.2% |
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 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