+123.6%
HOOD vs ALK
-36.2%
+159.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.5% |
| 7D | -3.8% | -1.2% | -2.6% | -3.2% |
| 30D | -23.0% | +7.7% | -30.7% | -26.6% |
| 3M | -21.6% | -19.0% | -2.7% | -12.7% |
| 6M | +1.4% | -0.2% | +1.7% | -2.7% |
| YTD | -31.2% | -23.5% | -7.7% | -24.2% |
| 1Y | -35.9% | -9.1% | -26.8% | -36.8% |
| 3Y | +836.9% | +12.0% | +824.9% | +655.7% |
| 5Y | +121.1% | -30.9% | +152.0% | +119.8% |
| All | +123.6% | -36.2% | +159.8% | +110.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling