+59.9%
SIRI vs ALK
-1.1%
+61.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +8.8% | -0.3% | +7.5% |
| 7D | +22.3% | +12.4% | +9.8% | +20.8% |
| 30D | +26.9% | +2.1% | +24.9% | +26.3% |
| 3M | +9.6% | -23.9% | +33.5% | +11.5% |
| 6M | +27.2% | +8.2% | +18.9% | +25.7% |
| YTD | +72.4% | -20.5% | +92.9% | +66.7% |
| 1Y | +59.9% | -1.0% | +61.0% | +40.2% |
| All | +59.9% | -1.1% | +61.0% | +40.2% |
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 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