+27.6%
SCHD vs ALK
-34.8%
+62.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.6% | -2.2% | +0.2% |
| 7D | -2.0% | -2.1% | +0.1% | -1.8% |
| 30D | -0.4% | -13.1% | +12.7% | +0.5% |
| 3M | +5.7% | -11.8% | +17.5% | +6.4% |
| 6M | +11.9% | -0.4% | +12.3% | +11.2% |
| YTD | +26.4% | -18.2% | +44.6% | +27.3% |
| 1Y | +27.6% | -35.5% | +63.2% | +26.6% |
| All | +27.6% | -34.8% | +62.4% | +26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling