+55.8%
EOSE vs ALK
+1.7%
+54.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | -3.1% | +13.9% | +12.3% |
| 7D | +41.4% | +0.1% | +41.3% | +41.4% |
| 30D | +3.6% | -18.5% | +22.1% | +13.9% |
| 3M | -35.7% | -3.6% | -32.2% | -35.2% |
| 6M | -29.9% | -3.7% | -26.2% | -29.7% |
| YTD | -62.5% | -19.0% | -43.5% | -59.7% |
| 1Y | -37.4% | -36.0% | -1.4% | -26.8% |
| 3Y | +55.8% | +2.3% | +53.5% | +44.8% |
| All | +55.8% | +1.7% | +54.1% | +44.8% |
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