+102.5%
HIG vs ALK
+1.1%
+101.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.8% |
| 7D | -0.5% | -3.0% | +2.5% | -0.2% |
| 30D | -2.8% | -14.6% | +11.8% | -1.4% |
| 3M | +6.3% | -10.6% | +16.9% | +7.0% |
| 6M | -0.1% | -6.7% | +6.6% | -0.4% |
| YTD | +0.4% | -19.8% | +20.2% | +1.5% |
| 1Y | +6.2% | -35.2% | +41.4% | +10.1% |
| All | +102.5% | +1.1% | +101.4% | +97.7% |
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