+68.3%
HAL vs ALK
-33.1%
+101.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.5% |
| 7D | +2.9% | -0.7% | +3.6% | +2.9% |
| 30D | +17.0% | -19.2% | +36.3% | +15.8% |
| 3M | -9.7% | -1.5% | -8.1% | -10.0% |
| 6M | +8.6% | -13.1% | +21.7% | +11.1% |
| YTD | +33.0% | -16.4% | +49.4% | +36.1% |
| 1Y | +68.3% | -33.1% | +101.4% | +68.8% |
| All | +68.3% | -33.1% | +101.4% | +68.8% |
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 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