+103.1%
BB vs ALK
-7.4%
+110.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.8% | +1.8% | -2.0% |
| 7D | +9.0% | +0.9% | +8.1% | +8.8% |
| 30D | +7.7% | +3.3% | +4.4% | +7.1% |
| 3M | +4.0% | -17.6% | +21.6% | +7.9% |
| 6M | +46.6% | +0.8% | +45.8% | +46.9% |
| YTD | +140.6% | -22.4% | +163.0% | +145.7% |
| 1Y | +103.1% | -10.1% | +113.2% | +94.9% |
| All | +103.1% | -7.4% | +110.5% | +94.9% |
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