+81.5%
OSCR vs ALK
-30.8%
+112.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.4% |
| 7D | +4.7% | -3.0% | +7.7% | +6.0% |
| 30D | +14.8% | -14.6% | +29.4% | +22.5% |
| 3M | +16.7% | -10.6% | +27.2% | +20.1% |
| 6M | +127.5% | -6.7% | +134.2% | +124.7% |
| YTD | +121.0% | -19.8% | +140.8% | +130.8% |
| 1Y | +58.4% | -35.2% | +93.6% | +83.1% |
| 3Y | +392.4% | +1.4% | +391.0% | +274.3% |
| All | +81.5% | -30.8% | +112.3% | +67.9% |
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