-28.5%
ALK vs BBIO
+40.9%
-69.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | -0.1% |
| 7D | -3.1% | -3.9% | +0.7% | -2.7% |
| 30D | -17.1% | -13.4% | -3.7% | -15.8% |
| 3M | -3.8% | +7.6% | -11.3% | -4.7% |
| 6M | -5.3% | -2.4% | -2.8% | -5.2% |
| YTD | -20.3% | -5.2% | -15.0% | -20.2% |
| 1Y | -36.0% | +36.9% | -72.9% | -38.6% |
| 3Y | +0.8% | +155.2% | -154.4% | -11.4% |
| 5Y | -28.5% | +44.0% | -72.5% | -44.4% |
| All | -28.5% | +40.9% | -69.4% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling