+474.8%
EAT vs ALK
+23.9%
+450.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | -5.9% | +12.9% | -18.9% | -9.7% |
| 30D | +0.7% | +5.5% | -4.9% | -1.5% |
| 3M | -14.2% | -12.1% | -2.1% | -11.2% |
| 6M | +40.7% | +1.7% | +39.0% | +36.5% |
| YTD | +36.0% | -17.4% | +53.4% | +40.3% |
| 1Y | +83.1% | -1.9% | +85.0% | +76.4% |
| 3Y | +474.8% | +21.2% | +453.6% | +425.9% |
| All | +474.8% | +23.9% | +450.9% | +425.9% |
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 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