+43.2%
NXPI vs ALK
+16.0%
+27.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -4.4% | +9.0% | -13.4% | -7.4% |
| 30D | +5.6% | -1.6% | +7.2% | +5.8% |
| 3M | +7.6% | -23.2% | +30.8% | +17.1% |
| 6M | -17.6% | -3.9% | -13.7% | -17.9% |
| YTD | +15.9% | -22.6% | +38.5% | +22.2% |
| 1Y | +22.4% | -5.3% | +27.7% | +18.7% |
| 3Y | +43.2% | +18.6% | +24.7% | +29.8% |
| All | +43.2% | +16.0% | +27.3% | +29.8% |
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