+37.8%
LIN vs ALK
+15.2%
+22.6%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.2% | +2.6% | -0.4% |
| 7D | +3.6% | +7.1% | -3.5% | +2.9% |
| 30D | +6.4% | -3.0% | +9.4% | +6.6% |
| 3M | +6.5% | -25.6% | +32.1% | +9.4% |
| 6M | +4.9% | +0.5% | +4.4% | +4.0% |
| YTD | +23.4% | -23.1% | +46.5% | +25.3% |
| 1Y | +26.3% | -7.5% | +33.9% | +24.7% |
| All | +37.8% | +15.2% | +22.6% | +29.0% |
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