+23.7%
BKR vs DAL
+363.8%
-340.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +3.8% | -1.1% | +4.9% | +4.0% |
| 30D | -10.3% | +12.8% | -23.1% | -13.0% |
| 3M | -21.7% | -5.3% | -16.4% | -21.1% |
| 6M | -23.8% | +22.4% | -46.1% | -28.0% |
| YTD | +10.3% | +25.6% | -15.3% | +2.7% |
| 1Y | +5.7% | +45.5% | -39.8% | -4.9% |
| 3Y | +52.6% | +161.0% | -108.3% | +16.2% |
| 5Y | +127.1% | +112.2% | +14.9% | +76.0% |
| 10Y | +56.5% | +109.1% | -52.7% | +17.2% |
| All | +23.7% | +363.8% | -340.1% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling