+99.1%
BB vs ALK
-4.9%
+104.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +7.1% | -1.6% | +4.1% |
| 7D | +15.0% | +8.9% | +6.1% | +13.0% |
| 30D | +3.5% | +5.9% | -2.5% | +2.4% |
| 3M | +2.7% | -16.5% | +19.2% | +6.2% |
| 6M | +44.7% | +2.1% | +42.6% | +44.2% |
| YTD | +143.3% | -17.1% | +160.4% | +144.8% |
| All | +99.1% | -4.9% | +104.0% | +86.0% |
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 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