-13.7%
HAL vs ALK
+16.0%
-29.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | -12.0% | +9.0% | -21.0% | -12.9% |
| 30D | +0.3% | -1.6% | +1.9% | +0.4% |
| 3M | -1.6% | -23.2% | +21.6% | +1.3% |
| 6M | -20.5% | -3.9% | -16.6% | -21.6% |
| YTD | +14.2% | -22.6% | +36.8% | +16.5% |
| 1Y | +18.9% | -5.3% | +24.2% | +15.0% |
| 3Y | -13.7% | +18.6% | -32.3% | -20.0% |
| All | -13.7% | +16.0% | -29.7% | -20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling