+8,390.6%
PWR vs ALK
+247.5%
+8,143.1%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.2% |
| 7D | +3.6% | -0.7% | +4.3% | +3.8% |
| 30D | -8.6% | -19.2% | +10.7% | -2.2% |
| 3M | -13.2% | -1.5% | -11.6% | -13.6% |
| 6M | +9.9% | -13.1% | +22.9% | +12.3% |
| YTD | +48.0% | -16.4% | +64.5% | +52.1% |
| 1Y | +66.2% | -33.1% | +99.2% | +82.4% |
| 3Y | +195.1% | +0.6% | +194.5% | +166.2% |
| 5Y | +442.6% | -26.4% | +468.9% | +429.4% |
| 10Y | +2,334.2% | -34.2% | +2,368.4% | +2,104.4% |
| All | +8,390.6% | +247.5% | +8,143.1% | +2,611.2% |
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