+2,111.6%
NOW vs ALK
+143.9%
+1,967.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.1% | -2.4% |
| 7D | -27.5% | +12.4% | -39.9% | -29.7% |
| 30D | -20.0% | +2.1% | -22.1% | -20.8% |
| 3M | -7.9% | -23.9% | +16.0% | -2.5% |
| 6M | +18.3% | +8.2% | +10.1% | +13.1% |
| YTD | -29.0% | -20.5% | -8.5% | -28.0% |
| 1Y | -38.7% | -1.0% | -37.7% | -41.7% |
| 3Y | -10.3% | +19.2% | -29.5% | -23.4% |
| 5Y | -22.5% | -28.2% | +5.8% | -24.3% |
| 10Y | +553.8% | -39.2% | +593.0% | +492.4% |
| All | +2,111.6% | +143.9% | +1,967.7% | +1,219.4% |
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