+504.6%
NOW vs ALK
-37.5%
+542.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.1% | -6.3% | -0.6% |
| 7D | -3.1% | +8.9% | -12.0% | -4.8% |
| 30D | -27.0% | +5.9% | -33.0% | -28.1% |
| 3M | -17.7% | -16.5% | -1.2% | -15.3% |
| 6M | +12.7% | +2.1% | +10.6% | +10.1% |
| YTD | -32.9% | -17.1% | -15.8% | -32.6% |
| 1Y | -40.4% | -2.9% | -37.5% | -42.5% |
| 3Y | -17.1% | +24.5% | -41.6% | -27.9% |
| 5Y | -25.7% | -29.1% | +3.4% | -27.2% |
| 10Y | +504.6% | -39.1% | +543.7% | +528.3% |
| All | +504.6% | -37.5% | +542.1% | +528.3% |
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