+101.9%
BKR vs QSR
+203.9%
-102.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.7% | -6.0% | -6.4% |
| 7D | -6.7% | -4.7% | -2.0% | -4.7% |
| 30D | -8.3% | +4.3% | -12.7% | -10.2% |
| 3M | -5.4% | +5.4% | -10.8% | -8.1% |
| 6M | +0.8% | +8.2% | -7.3% | -3.7% |
| YTD | +31.8% | +14.1% | +17.7% | +22.4% |
| 1Y | +28.6% | +28.1% | +0.5% | +12.8% |
| 3Y | +71.2% | +25.3% | +46.0% | +48.3% |
| 5Y | +179.2% | +40.4% | +138.8% | +124.1% |
| 10Y | +124.0% | +132.4% | -8.4% | +35.5% |
| All | +101.9% | +203.9% | -102.0% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling