+499.1%
HAL vs ALK
+765.2%
-266.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.2% | 0.0% | -2.6% |
| 7D | -11.1% | +7.1% | -18.1% | -12.7% |
| 30D | -2.4% | -3.0% | +0.5% | -2.3% |
| 3M | +0.8% | -25.6% | +26.4% | +6.6% |
| 6M | -22.8% | +0.5% | -23.3% | -24.9% |
| YTD | +14.5% | -23.1% | +37.6% | +16.5% |
| 1Y | +20.2% | -7.5% | +27.7% | +16.8% |
| 3Y | -15.2% | +15.3% | -30.5% | -24.3% |
| 5Y | +42.5% | -34.8% | +77.3% | +42.7% |
| 10Y | -16.5% | -41.2% | +24.7% | -17.3% |
| All | +499.1% | +765.2% | -266.1% | +226.1% |
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