-9.7%
HAL vs ALK
+21.9%
-31.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.1% | -7.0% | -0.6% |
| 7D | -7.9% | +8.9% | -16.8% | -8.8% |
| 30D | -2.1% | +5.9% | -8.0% | -2.7% |
| 3M | +0.4% | -16.5% | +17.0% | +2.5% |
| 6M | -19.2% | +2.1% | -21.4% | -20.9% |
| YTD | +14.4% | -17.1% | +31.5% | +15.8% |
| 1Y | +18.0% | -2.9% | +20.8% | +14.5% |
| 3Y | -9.7% | +24.5% | -34.2% | -16.9% |
| All | -9.7% | +21.9% | -31.6% | -16.9% |
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 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