+264,716.1%
AMZN vs ALK
+621.7%
+264,094.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.5% |
| 7D | +7.9% | +9.0% | -1.2% | +5.2% |
| 30D | -0.2% | -1.6% | +1.4% | -0.1% |
| 3M | -4.8% | -23.2% | +18.4% | +1.8% |
| 6M | -5.7% | -3.9% | -1.8% | -6.2% |
| YTD | +12.3% | -22.6% | +34.9% | +16.8% |
| 1Y | +6.7% | -5.3% | +12.0% | +4.3% |
| 3Y | +85.6% | +18.6% | +67.0% | +63.0% |
| 5Y | +47.4% | -34.4% | +81.8% | +51.4% |
| 10Y | +586.8% | -40.8% | +627.6% | +532.2% |
| All | +264,716.1% | +621.7% | +264,094.4% | +52,526.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 all: compounded portfolio wealth divided by compounded ALK 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…
all analysis · Full analysis span regression · 6 months rolling