-12.1%
SIRI vs ALK
-37.3%
+25.2%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -3.0% | -3.1% | +0.1% | -2.2% |
| 30D | +1.3% | -17.1% | +18.4% | +6.2% |
| 3M | +5.6% | -3.8% | +9.4% | +5.7% |
| 6M | +35.2% | -5.3% | +40.4% | +34.1% |
| YTD | +49.1% | -20.3% | +69.3% | +53.1% |
| 1Y | +26.8% | -36.0% | +62.8% | +37.8% |
| 3Y | -23.7% | +0.8% | -24.4% | -30.5% |
| 5Y | -41.8% | -28.5% | -13.3% | -43.0% |
| All | -12.1% | -37.3% | +25.2% | -23.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling