+91.0%
BKNG vs BA
-2.2%
+93.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.8% | -3.1% |
| 7D | -13.1% | -1.2% | -11.9% | -12.7% |
| 30D | -18.5% | -11.3% | -7.2% | -14.9% |
| 3M | +5.8% | -3.8% | +9.5% | +6.9% |
| 6M | -2.1% | -8.3% | +6.1% | 0.0% |
| YTD | -18.6% | -4.9% | -13.7% | -18.4% |
| 1Y | -21.7% | -10.1% | -11.6% | -20.2% |
| 3Y | +40.9% | -2.3% | +43.2% | +33.6% |
| 5Y | +91.0% | -3.5% | +94.5% | +74.3% |
| All | +91.0% | -2.2% | +93.2% | +74.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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