+173.2%
BKR vs TRMB
-39.8%
+213.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.3% |
| 7D | -6.7% | -5.4% | -1.2% | -5.0% |
| 30D | -8.3% | -2.0% | -6.4% | -7.9% |
| 3M | -5.4% | +12.3% | -17.7% | -9.6% |
| 6M | +0.8% | -17.6% | +18.4% | +6.6% |
| YTD | +31.8% | -27.5% | +59.3% | +45.2% |
| 1Y | +28.6% | -29.1% | +57.7% | +42.3% |
| 3Y | +71.2% | +11.5% | +59.7% | +62.2% |
| All | +173.2% | -39.8% | +213.0% | +190.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling