+15.3%
GEN vs ALK
-4.9%
+20.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.1% | -7.1% | -0.9% |
| 7D | -0.3% | +8.9% | -9.2% | -1.6% |
| 30D | +28.2% | +5.9% | +22.2% | +26.6% |
| 3M | +2.6% | -16.5% | +19.1% | +4.1% |
| 6M | +32.7% | +2.1% | +30.6% | +30.4% |
| YTD | +11.3% | -17.1% | +28.4% | +13.6% |
| All | +15.3% | -4.9% | +20.3% | +13.3% |
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