+4,324.2%
HAS vs ALK
+765.2%
+3,558.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.6% | -1.0% |
| 7D | 0.0% | +7.1% | -7.1% | -1.7% |
| 30D | +31.3% | -3.0% | +34.3% | +31.9% |
| 3M | +32.1% | -25.6% | +57.8% | +40.5% |
| 6M | +28.1% | +0.5% | +27.6% | +25.9% |
| YTD | +49.1% | -23.1% | +72.2% | +54.2% |
| 1Y | +60.5% | -7.5% | +68.1% | +58.8% |
| 3Y | +183.9% | +15.3% | +168.6% | +158.3% |
| 5Y | +51.2% | -34.8% | +86.0% | +54.0% |
| 10Y | +105.3% | -41.2% | +146.4% | +99.3% |
| All | +4,324.2% | +765.2% | +3,558.9% | +1,721.9% |
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 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