-41.0%
ALK vs BUD
-4.3%
-36.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.1% |
| 7D | +12.9% | +6.0% | +6.9% | +8.9% |
| 30D | +5.5% | +11.3% | -5.7% | -1.4% |
| 3M | -12.1% | +3.6% | -15.7% | -14.3% |
| 6M | +1.7% | +7.7% | -6.0% | -3.5% |
| YTD | -17.4% | +36.4% | -53.8% | -32.8% |
| 1Y | -1.9% | +37.8% | -39.8% | -20.9% |
| 3Y | +21.2% | +51.2% | -30.0% | -11.0% |
| 5Y | -27.8% | +53.4% | -81.2% | -48.6% |
| 10Y | -41.0% | -3.2% | -37.8% | -58.1% |
| All | -41.0% | -4.3% | -36.7% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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