-1.0%
ALK vs WTW
+8.6%
-9.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.0% | +5.8% | +8.2% |
| 7D | +12.4% | +4.9% | +7.5% | +11.4% |
| 30D | +2.1% | +17.1% | -15.0% | -0.6% |
| 3M | -23.9% | -0.3% | -23.5% | -24.0% |
| 6M | +8.2% | +30.7% | -22.4% | +4.2% |
| YTD | -20.5% | +3.7% | -24.2% | -19.7% |
| 1Y | -1.0% | +5.9% | -6.9% | -0.7% |
| All | -1.0% | +8.6% | -9.6% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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