+5,426.8%
GRMN vs ALK
+561.4%
+4,865.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +4.7% | +9.0% | -4.3% | +2.4% |
| 30D | +3.4% | -1.6% | +5.0% | +3.6% |
| 3M | -5.0% | -23.2% | +18.1% | +1.0% |
| 6M | +18.6% | -3.9% | +22.5% | +17.7% |
| YTD | +42.5% | -22.6% | +65.1% | +47.7% |
| 1Y | +42.3% | -5.3% | +47.6% | +39.7% |
| 3Y | +158.5% | +18.6% | +139.9% | +131.5% |
| 5Y | +123.6% | -34.4% | +157.9% | +128.0% |
| 10Y | +682.5% | -40.8% | +723.3% | +636.0% |
| All | +5,426.8% | +561.4% | +4,865.4% | +1,960.9% |
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 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