+13.2%
PFGC vs ALK
-6.6%
+19.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.1% |
| 7D | +8.5% | +9.0% | -0.5% | +6.6% |
| 30D | +15.0% | -1.6% | +16.6% | +15.1% |
| 3M | -6.2% | -23.2% | +17.0% | -1.8% |
| 6M | +15.7% | -3.9% | +19.6% | +14.4% |
| YTD | +19.6% | -22.6% | +42.1% | +19.8% |
| 1Y | +13.2% | -5.3% | +18.5% | +10.0% |
| All | +13.2% | -6.6% | +19.8% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling