+101,375.0%
TECH vs ALK
+765.2%
+100,609.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.2% | +3.2% | +0.5% |
| 7D | -0.1% | +7.1% | -7.1% | -1.5% |
| 30D | +0.3% | -3.0% | +3.3% | +0.6% |
| 3M | +1.0% | -25.6% | +26.7% | +6.1% |
| 6M | +28.6% | +0.5% | +28.1% | +27.0% |
| YTD | +24.1% | -23.1% | +47.1% | +27.8% |
| 1Y | +21.9% | -7.5% | +29.5% | +21.2% |
| 3Y | +25.7% | +15.3% | +10.4% | +17.5% |
| 5Y | -40.2% | -34.8% | -5.4% | -38.9% |
| 10Y | +210.1% | -41.2% | +251.2% | +199.6% |
| All | +101,375.0% | +765.2% | +100,609.8% | +48,679.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling