+0.2%
EQH vs ALK
-36.5%
+36.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -1.8% | -3.1% | +1.4% | -1.0% |
| 30D | +2.4% | -17.1% | +19.6% | +7.4% |
| 3M | +26.3% | -3.8% | +30.1% | +25.7% |
| 6M | +35.8% | -5.3% | +41.1% | +33.5% |
| YTD | +12.7% | -20.3% | +32.9% | +16.7% |
| All | +0.2% | -36.5% | +36.7% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling