-11.7%
KR vs TRMB
-24.7%
+13.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.2% | +0.1% |
| 7D | +1.5% | -2.5% | +4.0% | +1.5% |
| 30D | +4.1% | +1.5% | +2.6% | +4.1% |
| 3M | -5.2% | +6.8% | -12.0% | -5.5% |
| 6M | -12.8% | -14.9% | +2.2% | -14.6% |
| YTD | -4.6% | -24.1% | +19.5% | -7.8% |
| 1Y | -11.7% | -25.4% | +13.7% | -15.1% |
| All | -11.7% | -24.7% | +13.0% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling