+2,396.1%
PWR vs ALK
-38.6%
+2,434.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.1% | +5.4% | +3.3% |
| 7D | +4.5% | +0.1% | +4.4% | +4.4% |
| 30D | -4.9% | -18.5% | +13.6% | +1.1% |
| 3M | -7.9% | -3.6% | -4.3% | -7.8% |
| 6M | +18.3% | -3.7% | +22.0% | +17.0% |
| YTD | +51.5% | -19.0% | +70.5% | +57.1% |
| 1Y | +70.3% | -36.0% | +106.4% | +89.4% |
| 3Y | +210.6% | +2.3% | +208.3% | +176.6% |
| 5Y | +456.7% | -27.8% | +484.4% | +444.6% |
| 10Y | +2,396.1% | -39.0% | +2,435.1% | +2,062.7% |
| All | +2,396.1% | -38.6% | +2,434.7% | +2,062.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling