-13.1%
ALK vs SUNB
-4.7%
-8.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.4% | -0.2% |
| 7D | -0.7% | -6.3% | +5.6% | +2.2% |
| 30D | -19.2% | -14.2% | -5.1% | -13.5% |
| 3M | -1.5% | -14.7% | +13.2% | +5.1% |
| 6M | -13.1% | -7.9% | -5.1% | -15.1% |
| All | -13.1% | -4.7% | -8.3% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 6mo: compounded portfolio wealth divided by compounded SUNB 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…
6mo analysis · Full analysis span regression · 6 months rolling