+3,346.3%
RSG vs BRKR
+172.5%
+3,173.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | 0.0% | -8.7% | +8.7% | +0.8% |
| 30D | +4.0% | -9.9% | +13.8% | +4.8% |
| 3M | +7.4% | -3.1% | +10.5% | +7.0% |
| 6M | +0.1% | +45.5% | -45.4% | -4.4% |
| YTD | +6.0% | +13.7% | -7.7% | +3.4% |
| 1Y | -3.0% | +67.4% | -70.4% | -9.0% |
| 3Y | +56.5% | -13.2% | +69.7% | +53.2% |
| 5Y | +90.9% | -39.5% | +130.4% | +91.6% |
| 10Y | +428.7% | +153.5% | +275.3% | +363.9% |
| All | +3,346.3% | +172.5% | +3,173.8% | +2,588.4% |
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