+71.2%
BKR vs JBLU
-15.7%
+86.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -7.0% | -5.0% | -2.0% | -6.7% |
| 30D | -8.1% | -23.9% | +15.8% | -6.5% |
| 3M | -6.6% | -11.6% | +5.0% | -6.4% |
| 6M | +0.9% | -0.2% | +1.1% | -0.8% |
| YTD | +31.1% | -3.3% | +34.4% | +28.8% |
| 1Y | +27.7% | -15.4% | +43.1% | +26.6% |
| 3Y | +71.2% | -14.7% | +85.9% | +59.0% |
| All | +71.2% | -15.7% | +86.9% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 3y: compounded portfolio wealth divided by compounded JBLU 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…
3y analysis · Full analysis span regression · 6 months rolling