+345.5%
DRI vs ALK
-37.5%
+383.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.1% | -5.6% | -1.4% |
| 7D | +3.1% | +8.9% | -5.8% | -0.6% |
| 30D | +16.2% | +5.9% | +10.3% | +12.8% |
| 3M | +8.4% | -16.5% | +24.9% | +15.4% |
| 6M | +19.0% | +2.1% | +16.9% | +14.2% |
| YTD | +28.8% | -17.1% | +45.9% | +31.9% |
| 1Y | +33.1% | -2.9% | +36.0% | +26.4% |
| 3Y | +70.8% | +24.5% | +46.3% | +27.0% |
| 5Y | +74.2% | -29.1% | +103.4% | +67.4% |
| 10Y | +345.5% | -39.1% | +384.6% | +240.8% |
| All | +345.5% | -37.5% | +383.0% | +240.8% |
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 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