+161.7%
BKR vs QXO
-70.8%
+232.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.6% | -2.2% | -3.8% |
| 7D | -10.6% | -9.3% | -1.3% | -10.5% |
| 30D | -12.4% | -16.5% | +4.1% | -12.2% |
| 3M | -9.7% | -27.2% | +17.4% | -9.4% |
| 6M | +5.4% | -40.0% | +45.4% | +5.9% |
| YTD | +26.0% | -37.2% | +63.3% | +26.6% |
| 1Y | +24.0% | -41.7% | +65.7% | +24.6% |
| 3Y | +64.9% | -43.4% | +108.3% | +59.7% |
| 5Y | +161.7% | -69.5% | +231.1% | +156.5% |
| All | +161.7% | -70.8% | +232.5% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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