+120.2%
BKR vs LUV
+20.2%
+99.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.1% |
| 7D | -7.0% | -1.0% | -6.0% | -6.7% |
| 30D | -8.1% | -12.4% | +4.2% | -4.0% |
| 3M | -6.6% | -11.0% | +4.4% | -3.7% |
| 6M | +0.9% | -5.0% | +5.8% | +0.4% |
| YTD | +31.1% | -3.8% | +34.9% | +27.7% |
| 1Y | +27.7% | +25.9% | +1.8% | +10.9% |
| 3Y | +71.2% | +42.2% | +29.0% | +32.4% |
| 5Y | +177.6% | -10.8% | +188.4% | +154.1% |
| All | +120.2% | +20.2% | +99.9% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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