+139.9%
BKR vs QLD
+1,665.6%
-1,525.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -1.5% | +1.9% | -3.4% | -2.1% |
| 30D | -0.7% | -1.8% | +1.1% | -0.2% |
| 3M | +0.5% | -0.1% | +0.6% | -0.5% |
| 6M | +6.6% | +32.6% | -25.9% | -4.1% |
| YTD | +41.3% | +27.9% | +13.4% | +28.1% |
| 1Y | +42.2% | +40.3% | +1.9% | +24.6% |
| 3Y | +83.4% | +182.5% | -99.0% | +23.2% |
| 5Y | +203.6% | +122.5% | +81.1% | +104.5% |
| 10Y | +139.9% | +1,728.6% | -1,588.6% | -23.9% |
| All | +139.9% | +1,665.6% | -1,525.7% | -23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 10y: compounded portfolio wealth divided by compounded QLD 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…
10y analysis · Full analysis span regression · 6 months rolling