+131,459.0%
AAPL vs ALK
+770.6%
+130,688.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.7% |
| 7D | -0.7% | +9.0% | -9.7% | -2.6% |
| 30D | +1.7% | -1.6% | +3.3% | +1.8% |
| 3M | +9.7% | -23.2% | +32.9% | +15.6% |
| 6M | +19.3% | -3.9% | +23.2% | +18.3% |
| YTD | +26.3% | -22.6% | +48.9% | +30.2% |
| 1Y | +27.4% | -5.3% | +32.7% | +25.0% |
| 3Y | +93.6% | +18.6% | +75.0% | +74.2% |
| 5Y | +131.7% | -34.4% | +166.1% | +134.5% |
| 10Y | +1,268.5% | -40.8% | +1,309.3% | +1,189.6% |
| All | +131,459.0% | +770.6% | +130,688.4% | +49,021.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling