+51.0%
BKR vs QID
-100.0%
+151.0%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.3% | -9.0% | -5.6% |
| 7D | -6.7% | +2.7% | -9.4% | -5.5% |
| 30D | -8.3% | +3.3% | -11.7% | -6.9% |
| 3M | -5.4% | -5.5% | +0.1% | -6.9% |
| 6M | +0.8% | -28.4% | +29.2% | -11.4% |
| YTD | +31.8% | -26.6% | +58.4% | +17.7% |
| 1Y | +28.6% | -34.1% | +62.7% | +10.2% |
| 3Y | +71.2% | -73.7% | +144.9% | +5.9% |
| 5Y | +179.2% | -80.7% | +259.9% | +69.8% |
| 10Y | +124.0% | -99.1% | +223.1% | -65.6% |
| All | +51.0% | -100.0% | +151.0% | -94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling