-35.2%
ALK vs PLTU
+124.7%
-159.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.3% |
| 7D | +12.9% | -9.2% | +22.2% | +13.7% |
| 30D | +5.5% | -37.3% | +42.9% | +9.8% |
| 3M | -12.1% | -14.7% | +2.6% | -12.0% |
| 6M | +1.7% | +17.3% | -15.6% | -4.3% |
| YTD | -17.4% | -39.4% | +22.0% | -17.9% |
| 1Y | -1.9% | -50.6% | +48.6% | -0.4% |
| All | -35.2% | +124.7% | -159.9% | -50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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