+178.6%
BKR vs QXO
-8.4%
+187.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.7% | -0.6% |
| 7D | -7.0% | -7.8% | +0.8% | -6.9% |
| 30D | -8.1% | -18.1% | +10.0% | -7.9% |
| 3M | -6.6% | -25.8% | +19.1% | -6.3% |
| 6M | +0.9% | -41.7% | +42.6% | +1.4% |
| YTD | +31.1% | -36.2% | +67.3% | +31.6% |
| 1Y | +27.7% | -42.1% | +69.8% | +28.3% |
| 3Y | +71.2% | -46.2% | +117.4% | +66.1% |
| 5Y | +177.6% | -70.7% | +248.4% | +169.8% |
| 10Y | +122.7% | +36.5% | +86.1% | +109.3% |
| All | +178.6% | -8.4% | +187.0% | +152.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling