+4,036.4%
RY vs BRKR
+173.2%
+3,863.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | -2.9% | -9.8% | +7.0% | -1.7% |
| 30D | -2.0% | -6.1% | +4.0% | -1.4% |
| 3M | +4.9% | -2.4% | +7.3% | +4.5% |
| 6M | +26.1% | +46.7% | -20.6% | +19.2% |
| YTD | +22.4% | +14.0% | +8.4% | +18.7% |
| 1Y | +44.7% | +76.5% | -31.8% | +33.0% |
| 3Y | +155.7% | -11.7% | +167.4% | +149.2% |
| 5Y | +137.7% | -39.3% | +177.0% | +139.6% |
| 10Y | +373.6% | +154.1% | +219.5% | +301.2% |
| All | +4,036.4% | +173.2% | +3,863.3% | +2,903.9% |
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