+120.2%
BKR vs TRMB
+121.9%
-1.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.2% |
| 7D | -7.0% | -3.0% | -3.9% | -5.7% |
| 30D | -8.1% | +2.3% | -10.4% | -9.3% |
| 3M | -6.6% | +15.3% | -21.9% | -13.1% |
| 6M | +0.9% | -14.7% | +15.6% | +6.6% |
| YTD | +31.1% | -26.4% | +57.5% | +47.1% |
| 1Y | +27.7% | -30.4% | +58.1% | +46.4% |
| 3Y | +71.2% | +13.5% | +57.7% | +53.5% |
| 5Y | +177.6% | -38.6% | +216.2% | +219.9% |
| All | +120.2% | +121.9% | -1.7% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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