+277.4%
BKR vs TRI
+499.2%
-221.8%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.3% | -5.4% | -6.0% |
| 7D | -6.7% | -14.4% | +7.7% | +0.4% |
| 30D | -8.3% | -8.1% | -0.2% | -5.3% |
| 3M | -5.4% | +17.5% | -22.9% | -15.7% |
| 6M | +0.8% | -5.0% | +5.8% | -2.0% |
| YTD | +31.8% | -24.7% | +56.5% | +41.6% |
| 1Y | +28.6% | -41.5% | +70.1% | +58.6% |
| 3Y | +71.2% | -20.3% | +91.6% | +69.4% |
| 5Y | +179.2% | -10.9% | +190.2% | +150.8% |
| 10Y | +124.0% | +190.6% | -66.6% | -8.7% |
| All | +277.4% | +499.2% | -221.8% | -11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling