+126,376.5%
APH vs ALK
+777.3%
+125,599.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +8.8% | -14.9% | -8.3% |
| 7D | -2.4% | +12.4% | -14.8% | -5.5% |
| 30D | -9.5% | +2.1% | -11.5% | -10.4% |
| 3M | -7.6% | -23.9% | +16.3% | -2.0% |
| 6M | +12.4% | +8.2% | +4.2% | +8.7% |
| YTD | +17.5% | -20.5% | +38.0% | +21.4% |
| 1Y | +16.4% | -1.0% | +17.4% | +13.7% |
| 3Y | +281.6% | +19.2% | +262.4% | +241.8% |
| 5Y | +317.7% | -28.2% | +346.0% | +316.2% |
| 10Y | +967.8% | -39.2% | +1,007.0% | +914.9% |
| All | +126,376.5% | +777.3% | +125,599.2% | +56,353.0% |
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