+121.4%
BKR vs UAL
+106.0%
+15.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.5% |
| 7D | -6.7% | -2.0% | -4.7% | -6.1% |
| 30D | -8.3% | -15.7% | +7.3% | -3.8% |
| 3M | -5.4% | +3.6% | -9.0% | -7.4% |
| 6M | +0.8% | +16.9% | -16.1% | -6.2% |
| YTD | +31.8% | -4.8% | +36.6% | +29.6% |
| 1Y | +28.6% | -0.9% | +29.5% | +23.8% |
| 3Y | +71.2% | +124.5% | -53.2% | +17.7% |
| 5Y | +179.2% | +140.2% | +39.1% | +72.6% |
| All | +121.4% | +106.0% | +15.4% | +27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling