+881.2%
XLK vs BRKR
+172.5%
+708.7%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.6% | +1.4% |
| 7D | +0.2% | -8.7% | +8.9% | +1.8% |
| 30D | -0.6% | -9.9% | +9.2% | +1.1% |
| 3M | +2.6% | -3.1% | +5.6% | +2.0% |
| 6M | +34.0% | +45.5% | -11.5% | +23.2% |
| YTD | +30.7% | +13.7% | +17.0% | +25.1% |
| 1Y | +39.2% | +67.4% | -28.2% | +23.7% |
| 3Y | +120.4% | -13.2% | +133.6% | +114.0% |
| 5Y | +148.8% | -39.5% | +188.3% | +154.9% |
| 10Y | +803.3% | +153.5% | +649.8% | +631.1% |
| All | +881.2% | +172.5% | +708.7% | +497.3% |
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