+253.8%
INTC vs ALK
-38.6%
+292.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.1% | +12.1% | +10.0% |
| 7D | +17.4% | +0.1% | +17.3% | +17.3% |
| 30D | +2.8% | -18.5% | +21.2% | +9.5% |
| 3M | -5.3% | -3.6% | -1.7% | -4.6% |
| 6M | +140.6% | -3.7% | +144.3% | +140.4% |
| YTD | +183.1% | -19.0% | +202.1% | +196.4% |
| 1Y | +326.8% | -36.0% | +362.8% | +376.2% |
| 3Y | +179.4% | +2.3% | +177.1% | +157.7% |
| 5Y | +111.7% | -27.8% | +139.5% | +112.2% |
| 10Y | +253.8% | -39.0% | +292.8% | +239.2% |
| All | +253.8% | -38.6% | +292.4% | +239.2% |
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 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