+15.1%
TEAM vs ALK
-1.1%
+16.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.8% | -9.4% | -0.2% |
| 7D | -13.7% | +12.4% | -26.2% | -13.3% |
| 30D | -3.4% | +2.1% | -5.5% | -3.2% |
| 3M | +72.1% | -23.9% | +96.0% | +71.6% |
| 6M | +103.8% | +8.2% | +95.6% | +104.7% |
| YTD | +17.1% | -20.5% | +37.6% | +18.7% |
| 1Y | +15.1% | -1.0% | +16.1% | +8.2% |
| All | +15.1% | -1.1% | +16.2% | +8.2% |
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 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