+1,659.2%
BE vs ALK
+23.9%
+1,635.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.4% | -4.0% | -4.2% |
| 7D | -13.4% | +12.9% | -26.3% | -17.3% |
| 30D | -33.9% | +5.5% | -39.4% | -35.4% |
| 3M | -12.0% | -12.1% | +0.1% | -7.7% |
| 6M | -29.0% | +1.7% | -30.7% | -30.1% |
| YTD | +113.4% | -17.4% | +130.8% | +123.5% |
| 1Y | +33.2% | -1.9% | +35.1% | +32.4% |
| 3Y | +1,659.2% | +21.2% | +1,638.0% | +1,347.7% |
| All | +1,659.2% | +23.9% | +1,635.3% | +1,347.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling