+0.8%
ALK vs WTW
+66.9%
-66.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -2.1% |
| 7D | +0.1% | -2.7% | +2.9% | +1.1% |
| 30D | -18.5% | -5.6% | -12.8% | -16.8% |
| 3M | -3.6% | +26.5% | -30.1% | -11.7% |
| 6M | -3.7% | +8.1% | -11.8% | -6.4% |
| YTD | -19.0% | -0.3% | -18.7% | -18.8% |
| 1Y | -36.0% | -0.9% | -35.2% | -35.7% |
| All | +0.8% | +66.9% | -66.1% | -9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling