-3.1%
Z vs BRKR
+155.3%
-158.5%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.2% | +4.2% | +4.1% |
| 7D | -6.0% | -8.7% | +2.6% | -2.5% |
| 30D | -2.3% | -9.9% | +7.6% | +1.7% |
| 3M | -0.6% | -3.1% | +2.5% | -3.3% |
| 6M | -27.6% | +45.5% | -73.1% | -43.3% |
| YTD | -52.4% | +13.7% | -66.0% | -58.6% |
| 1Y | -63.6% | +67.4% | -131.0% | -74.3% |
| 3Y | -36.4% | -13.2% | -23.2% | -41.7% |
| 5Y | -64.6% | -39.5% | -25.1% | -61.7% |
| All | -3.1% | +155.3% | -158.5% | -46.0% |
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