-9.1%
ALK vs VICR
+70.3%
-79.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +2.0% | -0.9% |
| 7D | -1.2% | +8.3% | -9.5% | -2.4% |
| 30D | +7.7% | -35.2% | +42.9% | +13.8% |
| 3M | -19.0% | -29.8% | +10.8% | -16.8% |
| 6M | -0.2% | -48.6% | +48.4% | +5.4% |
| YTD | -23.5% | +45.1% | -68.6% | -41.9% |
| 1Y | -9.1% | +79.6% | -88.7% | -40.6% |
| All | -9.1% | +70.3% | -79.4% | -40.6% |
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