+82.5%
EQX vs ALK
-28.1%
+110.6%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.6% | +1.9% |
| 7D | +1.7% | -3.0% | +4.7% | +2.4% |
| 30D | +11.1% | -14.6% | +25.7% | +14.8% |
| 3M | +23.1% | -10.6% | +33.7% | +25.5% |
| 6M | -21.8% | -6.7% | -15.1% | -21.5% |
| YTD | -8.1% | -19.8% | +11.7% | -5.6% |
| 1Y | +29.7% | -35.2% | +64.9% | +38.1% |
| 3Y | +179.9% | +1.4% | +178.5% | +159.4% |
| 5Y | +82.5% | -30.7% | +113.2% | +67.9% |
| All | +82.5% | -28.1% | +110.6% | +67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling