+7.9%
RRX vs BRKR
-11.8%
+19.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.8% |
| 7D | -0.3% | -8.7% | +8.3% | +2.5% |
| 30D | -6.1% | -9.9% | +3.7% | -3.2% |
| 3M | -23.1% | -3.1% | -20.0% | -24.6% |
| 6M | -19.5% | +45.5% | -65.0% | -33.6% |
| YTD | +16.1% | +13.7% | +2.4% | +4.2% |
| 1Y | +12.9% | +67.4% | -54.5% | -14.3% |
| 3Y | +7.9% | -13.2% | +21.2% | -4.3% |
| All | +7.9% | -11.8% | +19.7% | -4.3% |
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