+65.9%
BEN vs ALK
+16.0%
+50.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.6% | +4.1% | +4.5% |
| 7D | +6.6% | +9.0% | -2.4% | +3.9% |
| 30D | +3.8% | -1.6% | +5.5% | +4.1% |
| 3M | +0.2% | -23.2% | +23.4% | +7.5% |
| 6M | +10.4% | -3.9% | +14.3% | +9.9% |
| YTD | +46.2% | -22.6% | +68.8% | +52.8% |
| 1Y | +52.3% | -5.3% | +57.6% | +49.1% |
| 3Y | +65.9% | +18.6% | +47.4% | +44.7% |
| All | +65.9% | +16.0% | +50.0% | +44.7% |
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