+378.1%
TECK vs ALK
-38.6%
+416.7%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.1% | +7.2% | +5.5% |
| 7D | +7.8% | +0.1% | +7.6% | +7.6% |
| 30D | +8.3% | -18.5% | +26.7% | +17.7% |
| 3M | +16.1% | -3.6% | +19.6% | +16.3% |
| 6M | +42.9% | -3.7% | +46.5% | +41.8% |
| YTD | +50.8% | -19.0% | +69.8% | +60.3% |
| 1Y | +106.1% | -36.0% | +142.1% | +139.9% |
| 3Y | +84.0% | +2.3% | +81.7% | +63.2% |
| 5Y | +223.5% | -27.8% | +251.2% | +221.6% |
| 10Y | +378.1% | -39.0% | +417.1% | +341.3% |
| All | +378.1% | -38.6% | +416.7% | +341.3% |
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 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