+359.5%
DRI vs ALK
-41.7%
+401.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.3% |
| 7D | +2.8% | +9.0% | -6.2% | -1.0% |
| 30D | +13.3% | -1.6% | +14.9% | +13.5% |
| 3M | +8.2% | -23.2% | +31.4% | +19.3% |
| 6M | +17.5% | -3.9% | +21.4% | +15.7% |
| YTD | +26.9% | -22.6% | +49.5% | +33.8% |
| 1Y | +31.6% | -5.3% | +36.9% | +26.0% |
| 3Y | +67.0% | +18.6% | +48.4% | +26.4% |
| 5Y | +72.9% | -34.4% | +107.3% | +71.8% |
| All | +359.5% | -41.7% | +401.2% | +264.3% |
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 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