+57.7%
HAS vs ALK
-10.2%
+67.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | +1.4% | -1.2% | +2.6% | +1.5% |
| 30D | +26.3% | +7.7% | +18.6% | +24.5% |
| 3M | +25.6% | -19.0% | +44.6% | +29.4% |
| 6M | +30.3% | -0.2% | +30.5% | +29.4% |
| YTD | +50.4% | -23.5% | +73.9% | +53.7% |
| 1Y | +57.7% | -9.1% | +66.8% | +53.3% |
| All | +57.7% | -10.2% | +67.9% | +53.3% |
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