+24.5%
ALK vs DAR
+21.9%
+2.6%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +4.7% | +2.4% | +6.1% |
| 7D | +8.9% | -2.8% | +11.7% | +9.5% |
| 30D | +5.9% | -12.8% | +18.8% | +8.7% |
| 3M | -16.5% | -11.6% | -5.0% | -15.3% |
| 6M | +2.1% | -16.8% | +18.9% | +4.7% |
| YTD | -17.1% | +45.9% | -63.0% | -30.4% |
| 1Y | -2.9% | +61.5% | -64.3% | -21.4% |
| 3Y | +24.5% | +23.0% | +1.5% | +3.3% |
| All | +24.5% | +21.9% | +2.6% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling