+15,562.8%
ROST vs BRKR
+172.5%
+15,390.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.2% | +2.6% | +2.4% |
| 7D | +0.2% | -8.7% | +8.9% | +1.5% |
| 30D | -6.9% | -9.9% | +3.0% | -5.6% |
| 3M | -3.3% | -3.1% | -0.2% | -3.8% |
| 6M | +9.0% | +45.5% | -36.4% | +1.8% |
| YTD | +28.9% | +13.7% | +15.2% | +24.1% |
| 1Y | +54.0% | +67.4% | -13.5% | +39.8% |
| 3Y | +100.7% | -13.2% | +113.9% | +95.5% |
| 5Y | +116.0% | -39.5% | +155.5% | +119.2% |
| 10Y | +318.4% | +153.5% | +164.9% | +250.0% |
| All | +15,562.8% | +172.5% | +15,390.3% | +10,748.8% |
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