+2,894.5%
EQT vs ALK
+773.0%
+2,121.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.8% | +4.2% | +0.1% |
| 7D | +3.4% | +0.9% | +2.5% | +3.2% |
| 30D | -3.5% | +3.3% | -6.8% | -4.2% |
| 3M | -2.8% | -17.6% | +14.7% | -0.5% |
| 6M | -5.5% | +0.8% | -6.4% | -7.1% |
| YTD | -1.1% | -22.4% | +21.2% | +0.1% |
| 1Y | -12.9% | -10.1% | -2.8% | -14.0% |
| 3Y | +39.5% | +14.0% | +25.5% | +29.4% |
| 5Y | +164.1% | -29.8% | +193.9% | +161.1% |
| 10Y | +60.8% | -44.8% | +105.6% | +55.6% |
| All | +2,894.5% | +773.0% | +2,121.5% | +1,813.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling