+4,855.7%
BEN vs ALK
+839.9%
+4,015.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.0% | +3.0% |
| 7D | +0.2% | -0.7% | +0.9% | +0.5% |
| 30D | -0.5% | -19.2% | +18.7% | +6.6% |
| 3M | +9.7% | -1.5% | +11.2% | +9.1% |
| 6M | +33.9% | -13.1% | +47.0% | +37.1% |
| YTD | +49.0% | -16.4% | +65.4% | +53.6% |
| 1Y | +42.1% | -33.1% | +75.2% | +56.8% |
| 3Y | +51.9% | +0.6% | +51.3% | +39.2% |
| 5Y | +39.0% | -26.4% | +65.4% | +39.6% |
| 10Y | +57.9% | -34.2% | +92.0% | +48.8% |
| All | +4,855.7% | +839.9% | +4,015.8% | +1,315.4% |
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