+1,007.5%
ASX vs ALK
-41.4%
+1,048.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.2% | +7.8% | +7.0% |
| 7D | +0.8% | +2.6% | -1.7% | +0.3% |
| 30D | -20.4% | +7.8% | -28.2% | -22.4% |
| 3M | -2.1% | -15.2% | +13.1% | +2.3% |
| 6M | +8.2% | +5.0% | +3.2% | +5.8% |
| YTD | +137.3% | -18.4% | +155.7% | +146.4% |
| 1Y | +155.0% | -2.4% | +157.4% | +150.6% |
| 3Y | +397.9% | +19.8% | +378.2% | +339.1% |
| 5Y | +529.2% | -27.8% | +557.0% | +529.3% |
| 10Y | +1,007.5% | -42.0% | +1,049.5% | +944.7% |
| All | +1,007.5% | -41.4% | +1,048.9% | +944.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling