+173.2%
BKR vs UAL
+138.1%
+35.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.6% |
| 7D | -6.7% | -2.0% | -4.7% | -6.4% |
| 30D | -8.3% | -15.7% | +7.3% | -6.0% |
| 3M | -5.4% | +3.6% | -9.0% | -6.5% |
| 6M | +0.8% | +16.9% | -16.1% | -3.1% |
| YTD | +31.8% | -4.8% | +36.6% | +30.7% |
| 1Y | +28.6% | -0.9% | +29.5% | +26.0% |
| 3Y | +71.2% | +124.5% | -53.2% | +42.3% |
| All | +173.2% | +138.1% | +35.1% | +125.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling