+68.3%
BKNG vs BA
-21.9%
+90.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.2% |
| 7D | -4.5% | -0.6% | -3.9% | -4.3% |
| 30D | +2.3% | -8.0% | +10.4% | +5.1% |
| 3M | -23.9% | -25.8% | +1.9% | -15.9% |
| 6M | +0.9% | -27.6% | +28.5% | +11.8% |
| YTD | -24.2% | -21.0% | -3.2% | -19.3% |
| 1Y | -21.4% | -12.3% | -9.2% | -19.7% |
| 3Y | +34.2% | -12.8% | +47.0% | +30.7% |
| 5Y | +68.3% | -22.4% | +90.6% | +69.4% |
| All | +68.3% | -21.9% | +90.2% | +69.4% |
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