+122.8%
DAL vs ALK
-41.7%
+164.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.5% | +1.7% |
| 7D | +8.8% | +9.0% | -0.2% | +1.5% |
| 30D | +5.4% | -1.6% | +7.0% | +6.3% |
| 3M | -4.9% | -23.2% | +18.2% | +15.5% |
| 6M | +19.8% | -3.9% | +23.7% | +20.3% |
| YTD | +27.0% | -22.6% | +49.6% | +46.9% |
| 1Y | +52.5% | -5.3% | +57.8% | +49.2% |
| 3Y | +173.8% | +18.6% | +155.3% | +106.9% |
| 5Y | +104.5% | -34.4% | +138.9% | +153.1% |
| All | +122.8% | -41.7% | +164.5% | +159.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling