+59.2%
BKR vs DAL
+323.4%
-264.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.0% |
| 7D | +0.4% | +3.4% | -3.0% | -0.4% |
| 30D | +3.9% | -13.6% | +17.4% | +7.2% |
| 3M | -1.1% | +1.2% | -2.3% | -1.9% |
| 6M | +7.6% | +34.5% | -26.9% | -0.6% |
| YTD | +41.9% | +14.7% | +27.2% | +35.5% |
| 1Y | +42.2% | +29.2% | +13.0% | +31.5% |
| 3Y | +84.3% | +100.0% | -15.7% | +49.4% |
| 5Y | +215.7% | +106.3% | +109.4% | +146.5% |
| 10Y | +130.9% | +126.4% | +4.5% | +72.6% |
| All | +59.2% | +323.4% | -264.2% | -12.0% |
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