+84,013.7%
BBY vs ALK
+773.0%
+83,240.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.8% | +3.2% | -0.1% |
| 7D | +4.0% | +0.9% | +3.1% | +3.7% |
| 30D | +17.6% | +3.3% | +14.3% | +16.2% |
| 3M | +25.9% | -17.6% | +43.5% | +33.6% |
| 6M | +85.1% | +0.8% | +84.3% | +81.4% |
| YTD | +60.6% | -22.4% | +83.0% | +68.3% |
| 1Y | +40.2% | -10.1% | +50.2% | +39.4% |
| 3Y | +86.6% | +14.0% | +72.7% | +64.9% |
| 5Y | -3.7% | -29.8% | +26.1% | -2.2% |
| 10Y | +287.7% | -44.8% | +332.4% | +276.9% |
| All | +84,013.7% | +773.0% | +83,240.7% | +20,865.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling