-16.0%
NOW vs ALK
+15.2%
-31.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.2% | -2.7% | -5.6% |
| 7D | -6.7% | +7.1% | -13.7% | -7.3% |
| 30D | -25.8% | -3.0% | -22.8% | -25.7% |
| 3M | -12.7% | -25.6% | +13.0% | -10.2% |
| 6M | +11.2% | +0.5% | +10.8% | +9.8% |
| YTD | -33.2% | -23.1% | -10.1% | -32.2% |
| 1Y | -41.8% | -7.5% | -34.3% | -43.2% |
| All | -16.0% | +15.2% | -31.2% | -21.7% |
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