+12.8%
TEAM vs ALK
-33.1%
+45.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.2% | -2.6% |
| 7D | -0.4% | -0.7% | +0.2% | -0.4% |
| 30D | +67.3% | -19.2% | +86.5% | +68.3% |
| 3M | +86.8% | -1.5% | +88.3% | +86.3% |
| 6M | +146.8% | -13.1% | +159.9% | +150.1% |
| YTD | +16.9% | -16.4% | +33.3% | +18.9% |
| 1Y | +12.8% | -33.1% | +45.9% | +18.5% |
| All | +12.8% | -33.1% | +45.8% | +18.5% |
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