-42.7%
ALK vs SUI
+115.7%
-158.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.4% |
| 7D | +9.0% | +6.2% | +2.8% | +5.9% |
| 30D | -1.6% | +8.6% | -10.2% | -5.8% |
| 3M | -23.2% | +1.0% | -24.2% | -23.6% |
| 6M | -3.9% | -2.6% | -1.3% | -3.2% |
| YTD | -22.6% | -0.1% | -22.5% | -22.9% |
| 1Y | -5.3% | +0.5% | -5.8% | -6.0% |
| 3Y | +18.6% | +15.3% | +3.3% | +7.3% |
| 5Y | -34.4% | -26.1% | -8.2% | -25.9% |
| All | -42.7% | +115.7% | -158.4% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling