+30.4%
AAPL vs ALK
-2.7%
+33.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.3% | +2.2% |
| 7D | +1.8% | +2.6% | -0.8% | +1.4% |
| 30D | +4.3% | +7.8% | -3.5% | +3.2% |
| 3M | +16.6% | -15.2% | +31.9% | +18.8% |
| 6M | +21.6% | +5.0% | +16.6% | +18.7% |
| YTD | +31.2% | -18.4% | +49.6% | +33.2% |
| All | +30.4% | -2.7% | +33.1% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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