+120.2%
BKR vs ODFL
+742.1%
-622.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -7.0% | -3.3% | -3.7% | -5.9% |
| 30D | -8.1% | -15.3% | +7.2% | -2.7% |
| 3M | -6.6% | -27.3% | +20.7% | +4.1% |
| 6M | +0.9% | -4.5% | +5.4% | +0.8% |
| YTD | +31.1% | +15.1% | +15.9% | +20.8% |
| 1Y | +27.7% | +21.1% | +6.6% | +14.7% |
| 3Y | +71.2% | -14.1% | +85.3% | +69.3% |
| 5Y | +177.6% | +26.6% | +151.0% | +116.7% |
| All | +120.2% | +742.1% | -622.0% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 ODFL 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