+7,944.2%
PWR vs ALK
+244.7%
+7,699.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +7.1% | +2.3% | +7.0% |
| 7D | -4.8% | +8.9% | -13.7% | -7.8% |
| 30D | -16.2% | +5.9% | -22.2% | -18.4% |
| 3M | -11.9% | -16.5% | +4.6% | -7.6% |
| 6M | -20.6% | +2.1% | -22.7% | -23.0% |
| YTD | +40.3% | -17.1% | +57.3% | +43.4% |
| 1Y | +33.0% | -2.9% | +35.9% | +28.5% |
| 3Y | +250.0% | +24.5% | +225.5% | +191.0% |
| 5Y | +404.2% | -29.1% | +433.3% | +396.1% |
| 10Y | +1,865.8% | -39.1% | +1,905.0% | +1,715.8% |
| All | +7,944.2% | +244.7% | +7,699.5% | +2,454.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling