-12.4%
INFQ vs ALK
-26.1%
+13.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.1% | +9.4% | +8.5% |
| 7D | +7.6% | +0.1% | +7.5% | +7.3% |
| 30D | +14.7% | -18.5% | +33.1% | +32.1% |
| 3M | -7.8% | -3.6% | -4.2% | -11.0% |
| 6M | +28.0% | -3.7% | +31.7% | +21.7% |
| All | -12.4% | -26.1% | +13.7% | +11.5% |
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