+9,673.6%
STRL vs ALK
+642.3%
+9,031.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -3.2% | -10.6% | -12.9% |
| 7D | -34.6% | +7.1% | -41.7% | -36.5% |
| 30D | -56.7% | -3.0% | -53.7% | -56.7% |
| 3M | -54.4% | -25.6% | -28.8% | -50.9% |
| 6M | -69.7% | +0.5% | -70.2% | -70.4% |
| YTD | -20.2% | -23.1% | +2.9% | -15.8% |
| 1Y | -40.6% | -7.5% | -33.0% | -40.5% |
| 3Y | +221.7% | +15.3% | +206.4% | +192.9% |
| 5Y | +799.0% | -34.8% | +833.8% | +845.5% |
| 10Y | +3,451.5% | -41.2% | +3,492.6% | +3,500.4% |
| All | +9,673.6% | +642.3% | +9,031.3% | +4,511.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling