+0.2%
BBY vs ALK
-28.6%
+28.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +10.9% | +12.9% | -2.0% | +6.5% |
| 30D | +19.6% | +5.5% | +14.1% | +17.3% |
| 3M | +27.6% | -12.1% | +39.7% | +32.5% |
| 6M | +79.4% | +1.7% | +77.7% | +74.9% |
| YTD | +61.7% | -17.4% | +79.1% | +66.3% |
| 1Y | +40.3% | -1.9% | +42.2% | +34.7% |
| 3Y | +87.9% | +21.2% | +66.6% | +57.4% |
| 5Y | +0.2% | -27.8% | +28.0% | -3.0% |
| All | +0.2% | -28.6% | +28.8% | -3.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling