+547.2%
AEIS vs ALK
-38.6%
+585.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +4.2% |
| 7D | +8.1% | +0.1% | +8.0% | +8.0% |
| 30D | -11.1% | -18.5% | +7.3% | -2.9% |
| 3M | -5.6% | -3.6% | -2.1% | -4.7% |
| 6M | -0.6% | -3.7% | +3.0% | -1.2% |
| YTD | +38.0% | -19.0% | +57.0% | +47.1% |
| 1Y | +87.2% | -36.0% | +123.3% | +119.9% |
| 3Y | +179.7% | +2.3% | +177.4% | +149.5% |
| 5Y | +241.7% | -27.8% | +269.5% | +247.2% |
| 10Y | +547.2% | -39.0% | +586.2% | +501.1% |
| All | +547.2% | -38.6% | +585.8% | +501.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling