-35.2%
ALK vs VICR
+263.7%
-298.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.9% | +4.0% | -0.1% |
| 7D | -3.0% | +1.3% | -4.2% | -3.2% |
| 30D | -14.6% | -11.9% | -2.7% | -13.2% |
| 3M | -10.6% | -35.1% | +24.6% | -6.2% |
| 6M | -6.7% | +8.1% | -14.8% | -14.2% |
| YTD | -19.8% | +67.8% | -87.5% | -28.0% |
| 1Y | -35.2% | +267.3% | -302.5% | -44.1% |
| All | -35.2% | +263.7% | -298.9% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 1y: compounded portfolio wealth divided by compounded VICR 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…
1y analysis · Full analysis span regression · 6 months rolling