+171.6%
BKR vs QSR
+40.5%
+131.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -7.0% | -4.0% | -3.0% | -6.1% |
| 30D | -8.1% | +2.8% | -10.9% | -8.8% |
| 3M | -6.6% | +5.1% | -11.7% | -8.0% |
| 6M | +0.9% | +8.8% | -7.9% | -1.8% |
| YTD | +31.1% | +14.8% | +16.3% | +25.5% |
| 1Y | +27.7% | +25.7% | +2.0% | +18.7% |
| 3Y | +71.2% | +27.5% | +43.7% | +56.4% |
| All | +171.6% | +40.5% | +131.1% | +137.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling