+75.5%
BKR vs UAL
+232.4%
-156.9%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.8% | +3.5% | +1.1% |
| 7D | +0.4% | +3.4% | -3.0% | -0.2% |
| 30D | +3.9% | -16.5% | +20.3% | +6.8% |
| 3M | -1.1% | +2.8% | -3.8% | -2.1% |
| 6M | +7.6% | +17.6% | -9.9% | +3.6% |
| YTD | +41.9% | -3.2% | +45.1% | +40.5% |
| 1Y | +42.2% | +0.4% | +41.8% | +39.4% |
| 3Y | +84.3% | +128.2% | -43.9% | +53.1% |
| 5Y | +215.7% | +137.7% | +78.0% | +152.6% |
| 10Y | +130.9% | +99.1% | +31.8% | +80.7% |
| All | +75.5% | +232.4% | -156.9% | +6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling