+206.4%
TECH vs ALK
-41.7%
+248.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | 0.0% |
| 7D | +0.2% | +9.0% | -8.9% | -1.8% |
| 30D | +0.3% | -1.6% | +2.0% | +0.4% |
| 3M | +1.3% | -23.2% | +24.5% | +6.5% |
| 6M | +54.0% | -3.9% | +57.8% | +53.6% |
| YTD | +24.3% | -22.6% | +46.9% | +28.4% |
| 1Y | +25.8% | -5.3% | +31.1% | +24.3% |
| 3Y | +26.0% | +18.6% | +7.4% | +15.9% |
| 5Y | -40.1% | -34.4% | -5.7% | -39.7% |
| All | +206.4% | -41.7% | +248.1% | +204.6% |
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