+133.9%
HL vs ALK
-33.1%
+166.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -3.0% |
| 7D | +1.5% | -0.7% | +2.1% | +1.7% |
| 30D | +25.1% | -19.2% | +44.3% | +33.5% |
| 3M | +22.9% | -1.5% | +24.4% | +22.4% |
| 6M | -4.9% | -13.1% | +8.1% | -3.5% |
| YTD | +7.8% | -16.4% | +24.3% | +11.0% |
| 1Y | +133.9% | -33.1% | +167.0% | +130.3% |
| All | +133.9% | -33.1% | +166.9% | +130.3% |
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