-43.0%
INFQ vs ALK
-29.4%
-13.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.5% | +0.6% | +18.9% | +19.1% |
| 7D | +0.1% | +9.0% | -8.9% | -6.2% |
| 30D | -23.6% | -1.6% | -22.0% | -22.7% |
| 3M | -20.0% | -23.2% | +3.2% | -3.9% |
| 6M | -34.4% | -3.9% | -30.5% | -38.1% |
| All | -43.0% | -29.4% | -13.6% | -25.2% |
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