+31.1%
SOLS vs ALK
-15.2%
+46.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.0% | -1.7% |
| 7D | +3.7% | -3.0% | +6.7% | +4.7% |
| 30D | +5.0% | -14.6% | +19.6% | +10.1% |
| 3M | -21.1% | -10.6% | -10.5% | -18.5% |
| 6M | -14.2% | -6.7% | -7.5% | -14.5% |
| YTD | +30.6% | -19.8% | +50.4% | +32.2% |
| All | +31.1% | -15.2% | +46.4% | +31.4% |
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