+52.6%
BKR vs UAL
+189.3%
-136.7%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.7% | +2.9% | +1.5% |
| 7D | +3.8% | -3.0% | +6.8% | +4.2% |
| 30D | -10.3% | +10.5% | -20.7% | -11.9% |
| 3M | -21.7% | -13.5% | -8.2% | -20.2% |
| 6M | -23.8% | +14.2% | -38.0% | -26.6% |
| YTD | +10.3% | -2.2% | +12.5% | +8.3% |
| 1Y | +5.7% | +12.5% | -6.8% | +0.7% |
| 3Y | +52.6% | +186.8% | -134.2% | +20.1% |
| All | +52.6% | +189.3% | -136.7% | +20.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling