+383.4%
OSCR vs ALK
+1.1%
+382.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.5% |
| 7D | +4.7% | -3.0% | +7.7% | +5.5% |
| 30D | +14.8% | -14.6% | +29.4% | +19.5% |
| 3M | +16.7% | -10.6% | +27.2% | +18.9% |
| 6M | +127.5% | -6.7% | +134.2% | +126.1% |
| YTD | +121.0% | -19.8% | +140.8% | +127.3% |
| 1Y | +58.4% | -35.2% | +93.6% | +71.5% |
| All | +383.4% | +1.1% | +382.3% | +293.4% |
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 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