+38.2%
SOLS vs ALK
-5.3%
+43.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.5% | +2.3% |
| 7D | +5.3% | +12.9% | -7.6% | +2.1% |
| 30D | +6.0% | +5.5% | +0.4% | +4.6% |
| 3M | +7.9% | -12.1% | +20.0% | +12.3% |
| 6M | -16.7% | +1.7% | -18.4% | -17.5% |
| YTD | +34.3% | -17.4% | +51.7% | +33.5% |
| 1Y | +38.2% | -1.9% | +40.2% | +26.9% |
| All | +38.2% | -5.3% | +43.5% | +26.9% |
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