+171.6%
BKR vs LUV
-11.9%
+183.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.8% |
| 7D | -7.0% | -1.0% | -6.0% | -6.8% |
| 30D | -8.1% | -12.4% | +4.2% | -5.9% |
| 3M | -6.6% | -11.0% | +4.4% | -5.1% |
| 6M | +0.9% | -5.0% | +5.8% | +0.6% |
| YTD | +31.1% | -3.8% | +34.9% | +29.2% |
| 1Y | +27.7% | +25.9% | +1.8% | +17.6% |
| 3Y | +71.2% | +42.2% | +29.0% | +47.8% |
| All | +171.6% | -11.9% | +183.5% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling