+5,131.2%
BEN vs ALK
+828.7%
+4,302.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | +12.1% | +12.9% | -0.8% | +7.7% |
| 30D | +13.4% | +5.5% | +7.9% | +11.1% |
| 3M | +9.4% | -12.1% | +21.5% | +13.5% |
| 6M | +19.3% | +1.7% | +17.5% | +16.4% |
| YTD | +57.3% | -17.4% | +74.7% | +62.1% |
| 1Y | +69.1% | -1.9% | +71.1% | +64.0% |
| 3Y | +85.6% | +21.2% | +64.4% | +59.1% |
| 5Y | +32.9% | -27.8% | +60.7% | +34.1% |
| 10Y | +58.3% | -41.0% | +99.3% | +54.3% |
| All | +5,131.2% | +828.7% | +4,302.4% | +1,394.0% |
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