+696.6%
ALK vs VICR
+12,634.7%
-11,938.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.2% | -8.5% | +0.5% |
| 7D | -2.1% | +5.0% | -7.1% | -3.1% |
| 30D | -13.1% | -12.5% | -0.6% | -11.4% |
| 3M | -11.8% | -33.6% | +21.8% | -6.9% |
| 6M | -0.4% | +10.7% | -11.1% | -6.7% |
| YTD | -18.2% | +80.6% | -98.7% | -30.7% |
| 1Y | -35.5% | +288.4% | -323.9% | -53.8% |
| 3Y | +1.8% | +213.8% | -212.0% | -28.5% |
| 5Y | -26.6% | +58.8% | -85.5% | -46.5% |
| 10Y | -36.1% | +1,671.8% | -1,707.9% | -73.3% |
| All | +696.6% | +12,634.7% | -11,938.1% | +103.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling