+4,147.7%
YUM vs BRKR
+172.5%
+3,975.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.1% |
| 7D | -6.1% | -8.7% | +2.6% | -5.1% |
| 30D | -5.8% | -9.9% | +4.0% | -4.8% |
| 3M | -7.6% | -3.1% | -4.5% | -7.9% |
| 6M | -9.1% | +45.5% | -54.6% | -13.9% |
| YTD | -5.5% | +13.7% | -19.2% | -8.3% |
| 1Y | -3.7% | +67.4% | -71.1% | -10.8% |
| 3Y | +17.8% | -13.2% | +31.0% | +15.2% |
| 5Y | +19.3% | -39.5% | +58.7% | +20.3% |
| 10Y | +170.7% | +153.5% | +17.2% | +132.7% |
| All | +4,147.7% | +172.5% | +3,975.2% | +3,187.8% |
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