-39.6%
ALK vs PLTU
+90.0%
-129.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -19.6% | +16.4% | -1.4% |
| 7D | +7.1% | -39.1% | +46.2% | +11.9% |
| 30D | -3.0% | -37.6% | +34.6% | +0.9% |
| 3M | -25.6% | -12.7% | -12.9% | -26.0% |
| 6M | +0.5% | +1.7% | -1.2% | -4.2% |
| YTD | -23.1% | -48.8% | +25.7% | -22.2% |
| 1Y | -7.5% | -56.2% | +48.6% | -5.4% |
| All | -39.6% | +90.0% | -129.7% | -53.2% |
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