+145.4%
ASX vs ALK
-10.2%
+155.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.6% | -1.5% |
| 7D | +12.4% | -1.2% | +13.6% | +12.9% |
| 30D | -19.8% | +7.7% | -27.5% | -21.8% |
| 3M | -10.3% | -19.0% | +8.7% | -3.2% |
| 6M | +1.2% | -0.2% | +1.4% | +2.0% |
| YTD | +123.0% | -23.5% | +146.5% | +133.0% |
| 1Y | +145.4% | -9.1% | +154.6% | +143.9% |
| All | +145.4% | -10.2% | +155.7% | +143.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling