+278.2%
GE vs ALK
+20.7%
+257.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.2% | +2.7% | +1.8% |
| 7D | +4.0% | +2.6% | +1.5% | +3.3% |
| 30D | +11.1% | +7.8% | +3.2% | +8.7% |
| 3M | -6.7% | -15.2% | +8.5% | -3.2% |
| 6M | +14.3% | +5.0% | +9.2% | +12.0% |
| YTD | +11.7% | -18.4% | +30.2% | +14.3% |
| 1Y | +10.9% | -2.4% | +13.3% | +9.4% |
| All | +278.2% | +20.7% | +257.5% | +258.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling