+1,445.1%
RRX vs BRKR
+172.5%
+1,272.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.7% |
| 7D | -0.3% | -8.7% | +8.3% | +1.4% |
| 30D | -6.1% | -9.9% | +3.7% | -4.3% |
| 3M | -23.1% | -3.1% | -20.0% | -23.6% |
| 6M | -19.5% | +45.5% | -65.0% | -26.7% |
| YTD | +16.1% | +13.7% | +2.4% | +10.5% |
| 1Y | +12.9% | +67.4% | -54.5% | -0.7% |
| 3Y | +7.9% | -13.2% | +21.2% | +6.2% |
| 5Y | +19.1% | -39.5% | +58.6% | +23.9% |
| 10Y | +225.8% | +153.5% | +72.4% | +164.7% |
| All | +1,445.1% | +172.5% | +1,272.6% | +883.3% |
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 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