+113.0%
HOOD vs ALK
-34.8%
+147.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +2.9% |
| 7D | -4.8% | +9.0% | -13.8% | -9.9% |
| 30D | -26.1% | -1.6% | -24.5% | -25.8% |
| 3M | -10.8% | -23.2% | +12.4% | +3.1% |
| 6M | +2.4% | -3.9% | +6.2% | 0.0% |
| YTD | -28.5% | -22.6% | -5.9% | -21.4% |
| 1Y | -36.3% | -5.3% | -31.0% | -39.0% |
| 3Y | +743.7% | +18.6% | +725.1% | +517.8% |
| All | +113.0% | -34.8% | +147.8% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling