+588.9%
RVMD vs BRKR
-39.7%
+628.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -3.0% | -8.7% | +5.7% | -0.3% |
| 30D | -0.7% | -9.9% | +9.1% | +2.3% |
| 3M | +36.5% | -3.1% | +39.6% | +34.0% |
| 6M | +104.6% | +45.5% | +59.1% | +72.2% |
| YTD | +155.8% | +13.7% | +142.1% | +133.4% |
| 1Y | +340.7% | +67.4% | +273.2% | +246.3% |
| 3Y | +519.9% | -13.2% | +533.1% | +473.7% |
| All | +588.9% | -39.7% | +628.6% | +576.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling