+15,172.7%
INTC vs ALK
+839.9%
+14,332.8%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.5% | +3.0% | +4.1% |
| 7D | +7.1% | -0.7% | +7.7% | +7.3% |
| 30D | -5.2% | -19.2% | +14.0% | +0.3% |
| 3M | -14.3% | -1.5% | -12.8% | -14.3% |
| 6M | +110.2% | -13.1% | +123.2% | +116.0% |
| YTD | +159.6% | -16.4% | +176.0% | +168.5% |
| 1Y | +289.3% | -33.1% | +322.3% | +323.3% |
| 3Y | +166.1% | +0.6% | +165.4% | +152.2% |
| 5Y | +94.4% | -26.4% | +120.8% | +96.4% |
| 10Y | +227.7% | -34.2% | +261.9% | +212.0% |
| All | +15,172.7% | +839.9% | +14,332.8% | +5,158.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling