+2,271.9%
D vs ALK
+839.9%
+1,432.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -2.0% | -0.6% |
| 7D | +1.5% | -0.7% | +2.1% | +1.5% |
| 30D | -2.6% | -19.2% | +16.6% | -0.6% |
| 3M | 0.0% | -1.5% | +1.5% | -0.2% |
| 6M | +7.4% | -13.1% | +20.4% | +7.9% |
| YTD | +15.9% | -16.4% | +32.3% | +16.7% |
| 1Y | +18.1% | -33.1% | +51.2% | +21.3% |
| 3Y | +58.4% | +0.6% | +57.8% | +53.2% |
| 5Y | +5.2% | -26.4% | +31.6% | +3.7% |
| 10Y | +35.9% | -34.2% | +70.0% | +29.1% |
| All | +2,271.9% | +839.9% | +1,432.0% | +1,452.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling