-99.5%
SPXU vs ALK
-39.2%
-60.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.9% | +2.3% | +0.8% |
| 7D | +1.3% | -3.0% | +4.2% | -0.7% |
| 30D | +5.1% | -14.6% | +19.7% | -5.2% |
| 3M | -9.1% | -10.6% | +1.4% | -13.5% |
| 6M | -29.6% | -6.7% | -22.9% | -28.2% |
| YTD | -27.7% | -19.8% | -7.9% | -32.3% |
| 1Y | -37.0% | -35.2% | -1.8% | -48.5% |
| 3Y | -80.2% | +1.4% | -81.5% | -72.3% |
| 5Y | -86.0% | -30.7% | -55.4% | -81.4% |
| 10Y | -99.5% | -37.4% | -62.2% | -98.9% |
| All | -99.5% | -39.2% | -60.3% | -98.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling