+179.6%
PAAS vs ALK
+15.2%
+164.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.2% | +1.1% | -1.4% |
| 7D | -0.4% | +7.1% | -7.5% | -2.0% |
| 30D | -11.6% | -3.0% | -8.6% | -11.1% |
| 3M | -15.6% | -25.6% | +10.1% | -9.8% |
| 6M | -19.1% | +0.5% | -19.6% | -20.0% |
| YTD | -20.9% | -23.1% | +2.1% | -17.9% |
| 1Y | +21.3% | -7.5% | +28.8% | +21.4% |
| All | +179.6% | +15.2% | +164.3% | +152.0% |
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