+71.2%
BKR vs TRI
-18.9%
+90.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.6% |
| 7D | -7.0% | -7.9% | +0.9% | -6.8% |
| 30D | -8.1% | -4.5% | -3.6% | -8.0% |
| 3M | -6.6% | +22.1% | -28.7% | -7.7% |
| 6M | +0.9% | -2.8% | +3.6% | +1.1% |
| YTD | +31.1% | -23.4% | +54.5% | +35.7% |
| 1Y | +27.7% | -41.5% | +69.2% | +38.5% |
| 3Y | +71.2% | -19.2% | +90.4% | +73.3% |
| All | +71.2% | -18.9% | +90.1% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling