-3.2%
VRSK vs BRKR
+55.8%
-59.1%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.5% | +8.2% | +1.0% |
| 7D | +3.6% | +10.2% | -6.6% | +4.7% |
| 30D | +14.9% | +5.8% | +9.1% | +15.8% |
| 3M | +12.9% | +10.6% | +2.3% | +14.4% |
| 6M | +19.3% | +41.2% | -21.8% | +22.5% |
| YTD | -8.1% | +32.5% | -40.6% | -3.6% |
| 1Y | -3.2% | +53.3% | -56.5% | -0.2% |
| All | -3.2% | +55.8% | -59.1% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling