+29.2%
ABNB vs ALK
-15.5%
+44.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | +11.9% | +12.9% | -1.0% | +5.9% |
| 30D | +12.7% | +5.5% | +7.1% | +9.5% |
| 3M | +1.2% | -12.1% | +13.3% | +6.4% |
| 6M | +32.1% | +1.7% | +30.4% | +26.9% |
| YTD | +37.7% | -17.4% | +55.1% | +42.0% |
| 1Y | +55.5% | -1.9% | +57.4% | +46.0% |
| 3Y | +58.2% | +21.2% | +36.9% | +15.1% |
| 5Y | -2.8% | -27.8% | +25.0% | -4.2% |
| All | +29.2% | -15.5% | +44.6% | +24.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling