+101,053.8%
TECH vs ALK
+839.9%
+100,214.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.6% | -0.3% |
| 7D | +0.1% | -0.7% | +0.8% | +0.2% |
| 30D | +0.7% | -19.2% | +19.9% | +4.6% |
| 3M | +36.3% | -1.5% | +37.9% | +36.2% |
| 6M | +25.6% | -13.1% | +38.6% | +27.4% |
| YTD | +23.7% | -16.4% | +40.1% | +26.0% |
| 1Y | +37.6% | -33.1% | +70.7% | +45.3% |
| 3Y | -6.6% | +0.6% | -7.2% | -10.3% |
| 5Y | -42.2% | -26.4% | -15.8% | -42.1% |
| 10Y | +187.6% | -34.2% | +221.7% | +173.4% |
| All | +101,053.8% | +839.9% | +100,214.0% | +47,987.4% |
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 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