+171.6%
BKR vs QID
-80.8%
+252.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -1.0% |
| 7D | -7.0% | +1.3% | -8.3% | -6.7% |
| 30D | -8.1% | +2.9% | -11.1% | -7.4% |
| 3M | -6.6% | -0.7% | -5.9% | -6.2% |
| 6M | +0.9% | -29.7% | +30.5% | -6.0% |
| YTD | +31.1% | -27.9% | +59.0% | +23.2% |
| 1Y | +27.7% | -34.6% | +62.3% | +17.8% |
| 3Y | +71.2% | -73.5% | +144.7% | +36.6% |
| All | +171.6% | -80.8% | +252.4% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 5y: compounded portfolio wealth divided by compounded QID 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…
5y analysis · Full analysis span regression · 6 months rolling