+5.6%
ALKT vs SPY
+76.5%
-70.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.2% |
| 7D | -6.2% | -0.4% | -5.8% | -5.7% |
| 30D | -4.9% | -1.4% | -3.6% | -3.2% |
| 3M | +21.8% | +3.7% | +18.1% | +16.0% |
| 6M | +6.6% | +13.0% | -6.4% | -9.7% |
| YTD | -19.2% | +12.4% | -31.6% | -30.7% |
| 1Y | -27.0% | +18.5% | -45.6% | -42.1% |
| All | +5.6% | +76.5% | -70.9% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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