+3,906.9%
KR vs TRMB
+3,340.8%
+566.1%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.2% | -2.3% |
| 7D | -1.3% | -0.3% | -1.0% | -1.3% |
| 30D | +1.5% | -1.2% | +2.7% | +1.6% |
| 3M | -8.5% | +9.6% | -18.1% | -9.1% |
| 6M | -21.9% | -16.1% | -5.8% | -21.1% |
| YTD | -6.9% | -25.0% | +18.1% | -5.4% |
| 1Y | -14.0% | -27.7% | +13.7% | -12.5% |
| 3Y | +30.3% | +15.3% | +15.0% | +27.7% |
| 5Y | +37.7% | -37.4% | +75.1% | +39.4% |
| 10Y | +125.2% | +117.5% | +7.7% | +106.3% |
| All | +3,906.9% | +3,340.8% | +566.1% | +2,800.8% |
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