-0.4%
CLSK vs AA
+5.3%
-5.7%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.8% | +1.2% | -0.8% |
| 7D | +1.7% | -5.4% | +7.1% | +5.1% |
| 30D | +11.1% | -10.7% | +21.8% | +18.3% |
| 3M | -14.1% | -26.2% | +12.1% | +1.2% |
| 6M | +32.9% | -20.9% | +53.9% | +45.3% |
| YTD | +26.5% | -8.6% | +35.1% | +26.6% |
| 1Y | +27.6% | +57.4% | -29.8% | -7.9% |
| 3Y | +190.9% | +77.8% | +113.1% | +84.0% |
| 5Y | -0.4% | +2.7% | -3.1% | -21.8% |
| All | -0.4% | +5.3% | -5.7% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 5y: compounded portfolio wealth divided by compounded AA 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…
5y analysis · Full analysis span regression · 6 months rolling