+84.3%
BKR vs QLD
+185.1%
-100.8%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.7% |
| 7D | +0.4% | +3.0% | -2.6% | -0.4% |
| 30D | +3.9% | -1.8% | +5.7% | +4.3% |
| 3M | -1.1% | -1.8% | +0.7% | -1.4% |
| 6M | +7.6% | +36.9% | -29.3% | -3.4% |
| YTD | +41.9% | +28.7% | +13.2% | +29.4% |
| 1Y | +42.2% | +41.9% | +0.4% | +25.3% |
| 3Y | +84.3% | +184.2% | -100.0% | +38.7% |
| All | +84.3% | +185.1% | -100.8% | +38.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling