+334.2%
DRI vs ALK
-41.4%
+375.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.4% | +0.6% |
| 7D | -0.7% | +2.6% | -3.3% | -1.9% |
| 30D | +14.7% | +7.8% | +6.9% | +10.6% |
| 3M | +5.4% | -15.2% | +20.7% | +11.7% |
| 6M | +18.8% | +5.0% | +13.8% | +12.6% |
| YTD | +28.4% | -18.4% | +46.8% | +32.3% |
| 1Y | +37.7% | -2.4% | +40.1% | +30.3% |
| 3Y | +68.0% | +19.8% | +48.2% | +27.3% |
| 5Y | +78.8% | -27.8% | +106.6% | +69.6% |
| 10Y | +334.2% | -42.0% | +376.1% | +236.1% |
| All | +334.2% | -41.4% | +375.6% | +236.1% |
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