+28.7%
BKR vs Q
+79.8%
-51.0%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -1.0% |
| 7D | -7.0% | +4.9% | -11.9% | -7.7% |
| 30D | -8.1% | -11.0% | +2.9% | -6.5% |
| 3M | -6.6% | -15.2% | +8.6% | -4.7% |
| 6M | +0.9% | +8.8% | -8.0% | -1.7% |
| YTD | +31.1% | +55.1% | -24.0% | +24.4% |
| All | +28.7% | +79.8% | -51.0% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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