+21.9%
RSG vs BRKR
+53.7%
-31.7%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.6% | -6.6% | -0.7% |
| 7D | +1.2% | +7.4% | -6.3% | +1.6% |
| 30D | +14.2% | +2.7% | +11.5% | +14.5% |
| 3M | +17.8% | +19.7% | -1.9% | +18.9% |
| 6M | +24.0% | +45.2% | -21.2% | +26.1% |
| YTD | +17.5% | +30.6% | -13.1% | +21.7% |
| 1Y | +21.9% | +56.6% | -34.7% | +24.2% |
| All | +21.9% | +53.7% | -31.7% | +24.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling