+31.5%
ABNB vs ALK
-15.1%
+46.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +7.1% | -6.9% | -3.0% |
| 7D | +11.2% | +8.9% | +2.3% | +6.9% |
| 30D | +14.7% | +5.9% | +8.8% | +11.3% |
| 3M | +6.9% | -16.5% | +23.4% | +14.8% |
| 6M | +34.5% | +2.1% | +32.4% | +28.9% |
| YTD | +40.2% | -17.1% | +57.3% | +44.3% |
| 1Y | +57.4% | -2.9% | +60.3% | +48.6% |
| 3Y | +64.7% | +24.5% | +40.2% | +17.8% |
| 5Y | -2.3% | -29.1% | +26.9% | -3.1% |
| All | +31.5% | -15.1% | +46.6% | +26.1% |
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