+83.9%
ROKU vs BRKR
-11.8%
+95.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -0.4% | -8.7% | +8.2% | +1.5% |
| 30D | +2.1% | -9.9% | +11.9% | +4.1% |
| 3M | +29.5% | -3.1% | +32.6% | +27.7% |
| 6M | +53.8% | +45.5% | +8.3% | +34.1% |
| YTD | +42.8% | +13.7% | +29.1% | +32.4% |
| 1Y | +60.7% | +67.4% | -6.7% | +32.6% |
| 3Y | +83.9% | -13.2% | +97.1% | +66.4% |
| All | +83.9% | -11.8% | +95.7% | +66.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling