+1,184.4%
STX vs ALK
+2.1%
+1,182.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.5% | +4.8% | +6.0% |
| 7D | +2.4% | -0.7% | +3.0% | +2.5% |
| 30D | +1.4% | -19.2% | +20.6% | +6.5% |
| 3M | -8.2% | -1.5% | -6.7% | -9.1% |
| 6M | +127.0% | -13.1% | +140.1% | +129.4% |
| YTD | +209.1% | -16.4% | +225.6% | +215.0% |
| 1Y | +365.4% | -33.1% | +398.5% | +398.6% |
| All | +1,184.4% | +2.1% | +1,182.3% | +1,166.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling