+19.3%
TECH vs ALK
-7.4%
+26.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +4.9% | +1.0% |
| 7D | +0.2% | +0.9% | -0.7% | 0.0% |
| 30D | +0.5% | +3.3% | -2.8% | -0.5% |
| 3M | +1.0% | -17.6% | +18.5% | +5.0% |
| 6M | +54.1% | +0.8% | +53.2% | +52.8% |
| YTD | +24.4% | -22.4% | +46.8% | +30.3% |
| 1Y | +19.3% | -10.1% | +29.4% | +19.3% |
| All | +19.3% | -7.4% | +26.7% | +19.3% |
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