+506.5%
HBM vs ALK
+1.1%
+505.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | +5.5% | -3.0% | +8.5% | +6.7% |
| 30D | +3.3% | -14.6% | +17.9% | +9.6% |
| 3M | +12.7% | -10.6% | +23.2% | +16.1% |
| 6M | +28.2% | -6.7% | +34.9% | +28.4% |
| YTD | +45.3% | -19.8% | +65.1% | +53.7% |
| 1Y | +121.7% | -35.2% | +156.9% | +152.0% |
| All | +506.5% | +1.1% | +505.5% | +413.1% |
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 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