+454.5%
TEAM vs ALK
-41.4%
+495.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.2% | +3.8% | +2.8% |
| 7D | -19.7% | +2.6% | -22.3% | -20.2% |
| 30D | -26.6% | +7.8% | -34.4% | -28.1% |
| 3M | -1.1% | -15.2% | +14.2% | +1.8% |
| 6M | +74.6% | +5.0% | +69.6% | +69.3% |
| YTD | -6.0% | -18.4% | +12.4% | -5.0% |
| 1Y | -3.2% | -2.4% | -0.8% | -6.8% |
| 3Y | -13.5% | +19.8% | -33.3% | -22.2% |
| 5Y | -65.5% | -27.8% | -37.7% | -65.9% |
| 10Y | +454.5% | -42.0% | +496.5% | +456.0% |
| All | +454.5% | -41.4% | +495.9% | +456.0% |
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