-39.1%
ALK vs WCC
+492.1%
-531.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +8.1% | -1.0% | +3.1% |
| 7D | +8.9% | -5.7% | +14.6% | +10.8% |
| 30D | +5.9% | -13.5% | +19.4% | +11.7% |
| 3M | -16.5% | -12.9% | -3.7% | -13.0% |
| 6M | +2.1% | -10.7% | +12.8% | +4.3% |
| YTD | -17.1% | +30.0% | -47.1% | -30.3% |
| 1Y | -2.9% | +24.7% | -27.6% | -16.6% |
| 3Y | +24.5% | +136.6% | -112.1% | -28.5% |
| 5Y | -29.1% | +143.9% | -173.0% | -62.8% |
| 10Y | -39.1% | +465.9% | -505.1% | -84.6% |
| All | -39.1% | +492.1% | -531.2% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling