+51,298.2%
QCOM vs BKR
+602.3%
+50,695.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.2% | -3.8% | -2.9% |
| 7D | +4.3% | +3.8% | +0.5% | +3.4% |
| 30D | -0.1% | -10.3% | +10.2% | +2.3% |
| 3M | +5.2% | -21.7% | +26.9% | +11.1% |
| 6M | -18.4% | -23.8% | +5.4% | -13.2% |
| YTD | +2.4% | +10.3% | -7.9% | -0.4% |
| 1Y | +0.9% | +5.7% | -4.8% | -0.9% |
| 3Y | +48.4% | +52.6% | -4.2% | +32.8% |
| 5Y | +16.6% | +127.1% | -110.5% | -6.6% |
| 10Y | +237.8% | +56.5% | +181.3% | +170.3% |
| All | +51,298.2% | +602.3% | +50,695.9% | +25,157.5% |
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