+123.7%
BKR vs DAL
+110.1%
+13.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +3.8% | -1.1% | +4.9% | +3.9% |
| 30D | -10.3% | +12.8% | -23.1% | -12.6% |
| 3M | -21.7% | -5.3% | -16.4% | -21.1% |
| 6M | -23.8% | +22.4% | -46.1% | -27.7% |
| YTD | +10.3% | +25.6% | -15.3% | +3.2% |
| 1Y | +5.7% | +45.5% | -39.8% | -4.5% |
| 3Y | +52.6% | +161.0% | -108.3% | +16.8% |
| All | +123.7% | +110.1% | +13.5% | +77.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling