+1,104.6%
RSP vs BRKR
+1,540.4%
-435.9%
-59.9%
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 | -1.9% | -8.7% | +6.8% | -0.1% |
| 30D | -2.8% | -9.9% | +7.0% | -0.9% |
| 3M | +2.8% | -3.1% | +5.9% | +2.0% |
| 6M | +10.2% | +45.5% | -35.3% | -0.8% |
| YTD | +13.1% | +13.7% | -0.6% | +6.8% |
| 1Y | +14.8% | +67.4% | -52.7% | -1.0% |
| 3Y | +52.6% | -13.2% | +65.8% | +46.1% |
| 5Y | +51.6% | -39.5% | +91.1% | +54.4% |
| 10Y | +210.2% | +153.5% | +56.7% | +130.2% |
| All | +1,104.6% | +1,540.4% | -435.9% | +499.9% |
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