+27.5%
HAL vs ALK
-10.2%
+37.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.0% |
| 7D | +6.1% | -1.2% | +7.3% | +6.0% |
| 30D | +2.9% | +7.7% | -4.8% | +4.0% |
| 3M | +3.3% | -19.0% | +22.3% | +2.2% |
| 6M | -16.9% | -0.2% | -16.7% | -17.4% |
| YTD | +21.2% | -23.5% | +44.7% | +24.2% |
| 1Y | +27.5% | -9.1% | +36.7% | +21.6% |
| All | +27.5% | -10.2% | +37.8% | +21.6% |
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