-13.1%
ALK vs VICR
-8.0%
-5.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +5.5% | -3.9% | +0.5% |
| 7D | -0.7% | +0.4% | -1.1% | -0.8% |
| 30D | -19.2% | -13.9% | -5.3% | -17.3% |
| 3M | -1.5% | -38.4% | +36.9% | +5.0% |
| 6M | -13.1% | -7.2% | -5.8% | -23.6% |
| All | -13.1% | -8.0% | -5.0% | -23.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling