+33,242.5%
GILD vs ALK
+695.3%
+32,547.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.5% |
| 7D | -4.2% | -3.1% | -1.1% | -3.7% |
| 30D | +6.7% | -17.1% | +23.8% | +10.4% |
| 3M | +20.0% | -3.8% | +23.8% | +20.2% |
| 6M | -1.3% | -5.3% | +3.9% | -1.7% |
| YTD | +19.4% | -20.3% | +39.7% | +22.2% |
| 1Y | +28.9% | -36.0% | +64.9% | +36.9% |
| 3Y | +110.3% | +0.8% | +109.5% | +96.6% |
| 5Y | +144.8% | -28.5% | +173.3% | +138.9% |
| 10Y | +164.4% | -37.8% | +202.1% | +139.5% |
| All | +33,242.5% | +695.3% | +32,547.2% | +13,247.8% |
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 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