+70.8%
DRI vs ALK
+21.9%
+48.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.1% | -5.6% | +0.2% |
| 7D | +3.1% | +8.9% | -5.8% | +1.4% |
| 30D | +16.2% | +5.9% | +10.3% | +14.7% |
| 3M | +8.4% | -16.5% | +24.9% | +11.5% |
| 6M | +19.0% | +2.1% | +16.9% | +17.0% |
| YTD | +28.8% | -17.1% | +45.9% | +30.8% |
| 1Y | +33.1% | -2.9% | +36.0% | +30.8% |
| 3Y | +70.8% | +24.5% | +46.3% | +60.5% |
| All | +70.8% | +21.9% | +48.8% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling