-8.5%
EQT vs ALK
-4.4%
-4.1%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.2% | -0.4% | -3.9% |
| 7D | -6.9% | +7.1% | -13.9% | -6.3% |
| 30D | -3.2% | -3.0% | -0.2% | -3.3% |
| 3M | -0.9% | -25.6% | +24.8% | -3.2% |
| 6M | -13.0% | +0.5% | -13.5% | -12.8% |
| YTD | -4.4% | -23.1% | +18.6% | -5.5% |
| 1Y | -8.5% | -7.5% | -1.0% | -15.9% |
| All | -8.5% | -4.4% | -4.1% | -15.9% |
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 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