+11,596.6%
LIN vs ALK
+806.1%
+10,790.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +8.8% | -6.2% | +0.8% |
| 7D | +3.3% | +12.4% | -9.2% | +0.8% |
| 30D | +8.8% | +2.1% | +6.7% | +8.1% |
| 3M | +8.6% | -23.9% | +32.5% | +14.1% |
| 6M | +7.0% | +8.2% | -1.2% | +3.8% |
| YTD | +24.3% | -20.5% | +44.8% | +26.5% |
| 1Y | +27.3% | -1.0% | +28.3% | +23.4% |
| 3Y | +38.9% | +19.2% | +19.7% | +24.5% |
| 5Y | +69.4% | -28.2% | +97.6% | +66.1% |
| 10Y | +440.7% | -39.2% | +479.9% | +406.1% |
| All | +11,596.6% | +806.1% | +10,790.5% | +4,440.4% |
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