+1,747.1%
NXPI vs ALK
+261.3%
+1,485.8%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.5% | -0.3% | +0.6% |
| 7D | +1.9% | -0.7% | +2.6% | +2.2% |
| 30D | -1.4% | -19.2% | +17.8% | +7.6% |
| 3M | -29.1% | -1.5% | -27.5% | -29.5% |
| 6M | +6.2% | -13.1% | +19.3% | +9.2% |
| YTD | +5.9% | -16.4% | +22.3% | +9.5% |
| 1Y | +2.9% | -33.1% | +36.0% | +16.4% |
| 3Y | +14.5% | +0.6% | +13.9% | +2.2% |
| 5Y | +17.1% | -26.4% | +43.4% | +17.2% |
| 10Y | +193.4% | -34.2% | +227.5% | +160.1% |
| All | +1,747.1% | +261.3% | +1,485.8% | +410.4% |
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