-10.1%
ALK vs HRB
+11.7%
-21.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.8% |
| 7D | +0.9% | -7.8% | +8.7% | +1.0% |
| 30D | +3.3% | +15.7% | -12.5% | +3.5% |
| 3M | -17.6% | -5.5% | -12.0% | -17.8% |
| 6M | +0.8% | +41.1% | -40.3% | +1.9% |
| YTD | -22.4% | +20.4% | -42.7% | -19.3% |
| 1Y | -10.1% | +15.2% | -25.3% | -4.1% |
| All | -10.1% | +11.7% | -21.7% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 1y: compounded portfolio wealth divided by compounded HRB 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…
1y analysis · Full analysis span regression · 6 months rolling