+319.5%
DRI vs ALK
-45.9%
+365.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +1.0% |
| 7D | +1.1% | -1.2% | +2.2% | +1.4% |
| 30D | +9.7% | +7.7% | +2.0% | +5.9% |
| 3M | +3.2% | -19.0% | +22.2% | +11.3% |
| 6M | +20.6% | -0.2% | +20.8% | +16.6% |
| YTD | +28.3% | -23.5% | +51.7% | +35.6% |
| 1Y | +34.5% | -9.1% | +43.7% | +31.1% |
| 3Y | +66.5% | +12.0% | +54.5% | +29.7% |
| 5Y | +79.6% | -30.9% | +110.5% | +72.9% |
| All | +319.5% | -45.9% | +365.4% | +239.9% |
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