+9.7%
BKR vs UAL
+22.8%
-13.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +8.0% | -13.5% | -5.7% |
| 7D | -8.8% | +11.9% | -20.7% | -9.1% |
| 30D | -13.1% | +5.2% | -18.3% | -13.1% |
| 3M | -18.9% | -12.7% | -6.2% | -18.3% |
| 6M | -27.2% | +28.5% | -55.7% | -29.7% |
| YTD | +10.7% | +3.5% | +7.2% | +7.9% |
| 1Y | +9.7% | +27.5% | -17.9% | +6.0% |
| All | +9.7% | +22.8% | -13.2% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 1y: compounded portfolio wealth divided by compounded UAL 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…
1y analysis · Full analysis span regression · 6 months rolling