+3,155.8%
LNT vs ALK
+839.9%
+2,315.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.2% |
| 7D | -0.1% | -0.7% | +0.6% | 0.0% |
| 30D | -3.2% | -19.2% | +16.1% | -0.9% |
| 3M | -4.1% | -1.5% | -2.5% | -4.3% |
| 6M | -4.6% | -13.1% | +8.5% | -4.0% |
| YTD | +7.0% | -16.4% | +23.4% | +7.8% |
| 1Y | +8.3% | -33.1% | +41.4% | +11.6% |
| 3Y | +51.0% | +0.6% | +50.4% | +45.0% |
| 5Y | +30.2% | -26.4% | +56.6% | +27.9% |
| 10Y | +143.6% | -34.2% | +177.7% | +129.6% |
| All | +3,155.8% | +839.9% | +2,315.9% | +1,946.4% |
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