+27.6%
EQH vs ALK
-10.2%
+37.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.2% |
| 7D | +6.5% | -1.2% | +7.7% | +6.8% |
| 30D | +6.1% | +7.7% | -1.6% | +3.8% |
| 3M | +6.2% | -19.0% | +25.2% | +11.8% |
| 6M | +38.1% | -0.2% | +38.3% | +33.7% |
| YTD | +20.2% | -23.5% | +43.7% | +26.4% |
| 1Y | +27.6% | -9.1% | +36.7% | +23.1% |
| All | +27.6% | -10.2% | +37.8% | +23.1% |
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