-76.1%
PLTD vs ALK
-39.8%
-36.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.6% | -3.8% | -3.0% |
| 7D | +13.7% | +9.0% | +4.7% | +16.8% |
| 30D | +18.4% | -1.6% | +20.1% | +17.9% |
| 3M | -7.5% | -23.2% | +15.7% | -14.8% |
| 6M | -31.3% | -3.9% | -27.4% | -30.9% |
| YTD | -15.4% | -22.6% | +7.2% | -20.5% |
| 1Y | -18.4% | -5.3% | -13.1% | -15.3% |
| All | -76.1% | -39.8% | -36.3% | -78.6% |
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