+186.7%
NXPI vs ALK
-41.7%
+228.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -4.4% | +9.0% | -13.4% | -7.8% |
| 30D | +5.6% | -1.6% | +7.2% | +5.7% |
| 3M | +7.6% | -23.2% | +30.8% | +18.3% |
| 6M | -17.6% | -3.9% | -13.7% | -18.1% |
| YTD | +15.9% | -22.6% | +38.5% | +22.7% |
| 1Y | +22.4% | -5.3% | +27.7% | +19.0% |
| 3Y | +43.2% | +18.6% | +24.7% | +20.6% |
| 5Y | +21.4% | -34.4% | +55.8% | +27.1% |
| All | +186.7% | -41.7% | +228.5% | +172.7% |
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 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