+217.3%
RRX vs BRKR
+155.3%
+62.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.8% |
| 7D | -0.3% | -8.7% | +8.3% | +3.2% |
| 30D | -6.1% | -9.9% | +3.7% | -2.5% |
| 3M | -23.1% | -3.1% | -20.0% | -24.7% |
| 6M | -19.5% | +45.5% | -65.0% | -34.9% |
| YTD | +16.1% | +13.7% | +2.4% | +3.1% |
| 1Y | +12.9% | +67.4% | -54.5% | -16.4% |
| 3Y | +7.9% | -13.2% | +21.2% | +1.0% |
| 5Y | +19.1% | -39.5% | +58.6% | +26.6% |
| All | +217.3% | +155.3% | +62.0% | +74.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling