-34.0%
ALK vs WCC
+60.5%
-94.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.9% | -2.3% | -0.3% |
| 7D | -0.7% | +4.5% | -5.1% | -2.7% |
| 30D | -19.2% | -5.8% | -13.4% | -17.2% |
| 3M | -1.5% | -3.7% | +2.1% | -0.5% |
| 6M | -13.1% | +23.1% | -36.1% | -23.5% |
| YTD | -16.4% | +44.2% | -60.6% | -30.1% |
| All | -34.0% | +60.5% | -94.4% | -45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling