+521.9%
BKR vs TRV
+6,607.4%
-6,085.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.5% | -7.2% | -6.9% |
| 7D | -6.7% | -1.5% | -5.2% | -6.1% |
| 30D | -8.3% | -1.8% | -6.5% | -7.8% |
| 3M | -5.4% | +21.6% | -27.0% | -13.5% |
| 6M | +0.8% | +22.5% | -21.7% | -8.5% |
| YTD | +31.8% | +28.1% | +3.7% | +17.2% |
| 1Y | +28.6% | +37.0% | -8.5% | +10.7% |
| 3Y | +71.2% | +141.9% | -70.7% | +13.3% |
| 5Y | +179.2% | +158.5% | +20.7% | +78.8% |
| 10Y | +124.0% | +297.5% | -173.6% | +21.1% |
| All | +521.9% | +6,607.4% | -6,085.5% | +71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling