+120.2%
BKR vs QSR
+135.2%
-15.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -7.0% | -4.0% | -3.0% | -5.3% |
| 30D | -8.1% | +2.8% | -10.9% | -9.4% |
| 3M | -6.6% | +5.1% | -11.7% | -9.2% |
| 6M | +0.9% | +8.8% | -7.9% | -4.1% |
| YTD | +31.1% | +14.8% | +16.3% | +20.9% |
| 1Y | +27.7% | +25.7% | +2.0% | +12.3% |
| 3Y | +71.2% | +27.5% | +43.7% | +45.5% |
| 5Y | +177.6% | +41.3% | +136.4% | +118.4% |
| All | +120.2% | +135.2% | -15.0% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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