+441.0%
TEAM vs ALK
-39.7%
+480.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -4.0% |
| 7D | -22.2% | +12.9% | -35.2% | -24.3% |
| 30D | -28.1% | +5.5% | -33.7% | -29.3% |
| 3M | -2.2% | -12.1% | +10.0% | -0.1% |
| 6M | +62.2% | +1.7% | +60.5% | +58.5% |
| YTD | -8.4% | -17.4% | +9.1% | -7.6% |
| 1Y | -6.6% | -1.9% | -4.7% | -10.1% |
| 3Y | -15.7% | +21.2% | -37.0% | -24.3% |
| 5Y | -65.7% | -27.8% | -37.9% | -66.2% |
| 10Y | +441.0% | -41.0% | +482.0% | +464.4% |
| All | +441.0% | -39.7% | +480.7% | +464.4% |
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