+3,340.7%
DLR vs ALK
+549.9%
+2,790.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | -3.6% | +9.0% | -12.6% | -5.8% |
| 30D | -3.5% | -1.6% | -1.8% | -3.4% |
| 3M | -8.9% | -23.2% | +14.3% | -3.4% |
| 6M | -11.6% | -3.9% | -7.7% | -12.0% |
| YTD | +14.9% | -22.6% | +37.5% | +19.1% |
| 1Y | +6.4% | -5.3% | +11.8% | +4.6% |
| 3Y | +47.3% | +18.6% | +28.7% | +29.8% |
| 5Y | +32.8% | -34.4% | +67.2% | +33.3% |
| 10Y | +169.6% | -40.8% | +210.3% | +141.4% |
| All | +3,340.7% | +549.9% | +2,790.8% | +980.3% |
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 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