+22.2%
BBY vs ALK
-34.8%
+57.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.6% | +0.5% | +2.6% |
| 7D | +0.6% | -2.1% | +2.7% | +1.0% |
| 30D | +9.4% | -13.1% | +22.5% | +12.2% |
| 3M | +19.3% | -11.8% | +31.1% | +21.6% |
| 6M | +47.9% | -0.4% | +48.3% | +46.2% |
| YTD | +39.6% | -18.2% | +57.7% | +43.0% |
| 1Y | +22.2% | -35.5% | +57.7% | +26.2% |
| All | +22.2% | -34.8% | +57.0% | +26.2% |
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