+120.2%
BKR vs DAL
+141.7%
-21.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -1.3% |
| 7D | -7.0% | -0.3% | -6.7% | -6.9% |
| 30D | -8.1% | -11.1% | +3.0% | -4.3% |
| 3M | -6.6% | -2.1% | -4.5% | -6.6% |
| 6M | +0.9% | +35.8% | -35.0% | -11.7% |
| YTD | +31.1% | +16.0% | +15.0% | +20.8% |
| 1Y | +27.7% | +33.7% | -6.0% | +10.6% |
| 3Y | +71.2% | +102.3% | -31.1% | +17.7% |
| 5Y | +177.6% | +110.3% | +67.3% | +74.9% |
| All | +120.2% | +141.7% | -21.6% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling