+250.0%
EQX vs ALK
-27.9%
+277.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.5% | -3.9% | -2.6% |
| 7D | -1.4% | -0.7% | -0.7% | -1.3% |
| 30D | +24.4% | -19.2% | +43.6% | +28.2% |
| 3M | +11.6% | -1.5% | +13.1% | +11.5% |
| 6M | -25.0% | -13.1% | -11.9% | -24.1% |
| YTD | -8.4% | -16.4% | +8.0% | -7.1% |
| 1Y | +43.4% | -33.1% | +76.5% | +49.0% |
| 3Y | +162.0% | +0.6% | +161.4% | +153.0% |
| 5Y | +70.1% | -26.4% | +96.5% | +66.7% |
| All | +250.0% | -27.9% | +277.9% | +217.4% |
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