+14.6%
PFGC vs ALK
-4.9%
+19.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.1% | -3.1% | +2.3% |
| 7D | +10.8% | +8.9% | +1.9% | +8.6% |
| 30D | +17.8% | +5.9% | +11.9% | +15.8% |
| 3M | -2.7% | -16.5% | +13.8% | -0.2% |
| 6M | +20.0% | +2.1% | +17.9% | +17.0% |
| YTD | +24.3% | -17.1% | +41.4% | +22.2% |
| All | +14.6% | -4.9% | +19.6% | +11.8% |
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