+28.4%
BKR vs UAL
-2.2%
+30.7%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.6% |
| 7D | -6.7% | -2.0% | -4.7% | -6.6% |
| 30D | -8.3% | -15.7% | +7.3% | -7.4% |
| 3M | -5.4% | +3.6% | -9.0% | -6.4% |
| 6M | +0.8% | +16.9% | -16.1% | -2.6% |
| YTD | +31.8% | -4.8% | +36.6% | +29.4% |
| All | +28.4% | -2.2% | +30.7% | +25.2% |
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