+6.2%
DHR vs ALK
-36.6%
+42.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | -2.4% | -3.0% | +0.5% | -2.0% |
| 30D | -2.2% | -14.6% | +12.4% | -0.1% |
| 3M | +9.0% | -10.6% | +19.5% | +10.4% |
| 6M | +3.5% | -6.7% | +10.2% | +3.0% |
| YTD | -10.1% | -19.8% | +9.6% | -10.6% |
| 1Y | +6.2% | -35.2% | +41.4% | +7.3% |
| All | +6.2% | -36.6% | +42.8% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling