+605.1%
RVMD vs BRKR
+9.8%
+595.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.0% | -8.7% | +5.7% | +0.2% |
| 30D | -0.7% | -9.9% | +9.1% | +2.8% |
| 3M | +36.5% | -3.1% | +39.6% | +33.6% |
| 6M | +104.6% | +45.5% | +59.1% | +67.5% |
| YTD | +155.8% | +13.7% | +142.1% | +130.0% |
| 1Y | +340.7% | +67.4% | +273.2% | +231.8% |
| 3Y | +519.9% | -13.2% | +533.1% | +468.8% |
| 5Y | +584.9% | -39.5% | +624.4% | +635.0% |
| All | +605.1% | +9.8% | +595.3% | +392.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling