+71.2%
BKR vs TRV
+146.6%
-75.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.9% |
| 7D | -7.0% | +1.9% | -8.9% | -7.2% |
| 30D | -8.1% | +1.7% | -9.8% | -8.4% |
| 3M | -6.6% | +23.9% | -30.5% | -10.3% |
| 6M | +0.9% | +26.3% | -25.4% | -3.6% |
| YTD | +31.1% | +30.8% | +0.3% | +24.0% |
| 1Y | +27.7% | +36.3% | -8.6% | +19.5% |
| 3Y | +71.2% | +145.0% | -73.8% | +43.8% |
| All | +71.2% | +146.6% | -75.4% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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