-34.4%
ALK vs PLTU
+154.0%
-188.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -9.0% | +10.6% | +2.4% |
| 7D | -0.7% | -13.6% | +12.9% | +0.5% |
| 30D | -19.2% | +16.7% | -35.9% | -21.2% |
| 3M | -1.5% | +29.6% | -31.1% | -6.8% |
| 6M | -13.1% | -0.1% | -12.9% | -16.6% |
| YTD | -16.4% | -31.5% | +15.1% | -17.2% |
| 1Y | -33.1% | -19.7% | -13.3% | -36.4% |
| All | -34.4% | +154.0% | -188.4% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling