+55.0%
HST vs ALK
-3.2%
+58.3%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.3% |
| 7D | -1.3% | +2.6% | -3.8% | -1.8% |
| 30D | +13.4% | +7.8% | +5.6% | +11.4% |
| 3M | +16.7% | -15.2% | +31.9% | +20.5% |
| 6M | +24.0% | +5.0% | +19.0% | +20.7% |
| YTD | +54.0% | -18.4% | +72.4% | +56.6% |
| 1Y | +55.0% | -2.4% | +57.4% | +48.9% |
| All | +55.0% | -3.2% | +58.3% | +48.9% |
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 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