+788.5%
XLK vs BRKR
+155.3%
+633.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.4% |
| 7D | +0.2% | -8.7% | +8.9% | +3.0% |
| 30D | -0.6% | -9.9% | +9.2% | +2.4% |
| 3M | +2.6% | -3.1% | +5.6% | +1.0% |
| 6M | +34.0% | +45.5% | -11.5% | +13.5% |
| YTD | +30.7% | +13.7% | +17.0% | +19.4% |
| 1Y | +39.2% | +67.4% | -28.2% | +9.5% |
| 3Y | +120.4% | -13.2% | +133.6% | +105.0% |
| 5Y | +148.8% | -39.5% | +188.3% | +161.8% |
| All | +788.5% | +155.3% | +633.1% | +452.5% |
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