+299.6%
ASX vs ALK
+15.2%
+284.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -3.2% | -17.5% | -19.8% |
| 7D | -33.3% | +7.1% | -40.3% | -34.6% |
| 30D | -36.5% | -3.0% | -33.5% | -36.0% |
| 3M | -19.2% | -25.6% | +6.5% | -12.0% |
| 6M | -10.2% | +0.5% | -10.7% | -10.8% |
| YTD | +86.5% | -23.1% | +109.5% | +96.5% |
| 1Y | +89.6% | -7.5% | +97.2% | +89.5% |
| All | +299.6% | +15.2% | +284.3% | +254.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling