+499.2%
NOW vs ALK
-41.7%
+540.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | -3.0% | +9.0% | -12.0% | -4.8% |
| 30D | -26.0% | -1.6% | -24.4% | -26.0% |
| 3M | -13.1% | -23.2% | +10.1% | -9.0% |
| 6M | +14.5% | -3.9% | +18.4% | +13.2% |
| YTD | -33.4% | -22.6% | -10.9% | -32.2% |
| 1Y | -40.6% | -5.3% | -35.3% | -42.5% |
| 3Y | -16.3% | +18.6% | -34.9% | -26.6% |
| 5Y | -26.3% | -34.4% | +8.1% | -26.7% |
| All | +499.2% | -41.7% | +540.9% | +542.6% |
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