+14.1%
EQX vs ALK
-35.4%
+49.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.4% | -4.9% |
| 7D | -7.0% | -3.1% | -3.9% | -6.2% |
| 30D | +4.8% | -17.1% | +22.0% | +10.2% |
| 3M | +25.6% | -3.8% | +29.4% | +25.7% |
| 6M | -25.8% | -5.3% | -20.6% | -26.8% |
| YTD | -12.7% | -20.3% | +7.5% | -12.0% |
| 1Y | +14.1% | -36.0% | +50.0% | +14.7% |
| All | +14.1% | -35.4% | +49.5% | +14.7% |
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