+155.1%
OSCR vs ALK
-31.3%
+186.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.1% |
| 7D | +1.3% | -1.2% | +2.5% | +1.8% |
| 30D | -9.5% | +7.7% | -17.2% | -12.6% |
| 3M | +0.9% | -19.0% | +19.9% | +9.5% |
| 6M | +31.5% | -0.2% | +31.7% | +25.7% |
| YTD | +116.1% | -23.5% | +139.6% | +128.6% |
| 1Y | +122.6% | -9.1% | +131.7% | +112.7% |
| 3Y | +356.6% | +12.0% | +344.6% | +203.4% |
| All | +155.1% | -31.3% | +186.5% | +147.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling