+51,781.0%
QCOM vs BKR
+803.7%
+50,977.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.7% | +2.5% | +3.0% |
| 7D | +5.1% | +0.4% | +4.6% | +5.0% |
| 30D | +4.3% | +3.9% | +0.4% | +3.3% |
| 3M | -19.6% | -1.1% | -18.6% | -19.5% |
| 6M | +29.5% | +7.6% | +21.9% | +27.1% |
| YTD | +3.4% | +41.9% | -38.5% | -5.0% |
| 1Y | +10.9% | +42.2% | -31.3% | +1.8% |
| 3Y | +74.8% | +84.3% | -9.5% | +49.9% |
| 5Y | +36.2% | +215.7% | -179.5% | +1.1% |
| 10Y | +263.7% | +130.9% | +132.9% | +166.5% |
| All | +51,781.0% | +803.7% | +50,977.3% | +23,996.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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