+433.5%
BKR vs TRMB
+3,227.2%
-2,793.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -6.5% |
| 7D | -6.7% | -5.4% | -1.2% | -5.8% |
| 30D | -8.3% | -2.0% | -6.4% | -8.1% |
| 3M | -5.4% | +12.3% | -17.7% | -7.6% |
| 6M | +0.8% | -17.6% | +18.4% | +3.7% |
| YTD | +31.8% | -27.5% | +59.3% | +38.3% |
| 1Y | +28.6% | -29.1% | +57.7% | +35.2% |
| 3Y | +71.2% | +11.5% | +59.7% | +66.2% |
| 5Y | +179.2% | -39.5% | +218.7% | +195.7% |
| 10Y | +124.0% | +118.6% | +5.3% | +94.3% |
| All | +433.5% | +3,227.2% | -2,793.7% | +234.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling