+28.1%
HAS vs ALK
+3.8%
+24.3%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.6% | -1.4% |
| 7D | 0.0% | +7.1% | -7.1% | -0.6% |
| 30D | +31.3% | -3.0% | +34.3% | +31.2% |
| 3M | +32.1% | -25.6% | +57.8% | +33.2% |
| 6M | +28.1% | +0.5% | +27.6% | +33.8% |
| All | +28.1% | +3.8% | +24.3% | +33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling