-77.4%
PLTD vs ALK
-35.5%
-41.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +7.1% | -12.6% | -3.4% |
| 7D | +4.2% | +8.9% | -4.7% | +7.2% |
| 30D | +20.8% | +5.9% | +14.9% | +23.2% |
| 3M | -2.6% | -16.5% | +14.0% | -7.8% |
| 6M | -33.1% | +2.1% | -35.2% | -31.4% |
| YTD | -20.0% | -17.1% | -2.9% | -23.2% |
| 1Y | -21.6% | -2.9% | -18.8% | -18.5% |
| All | -77.4% | -35.5% | -41.9% | -79.3% |
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