+137.2%
TECK vs AR
+74.0%
+63.1%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | -0.2% | -14.3% | +14.0% | +4.2% |
| 30D | -7.5% | +1.4% | -9.0% | -8.3% |
| 3M | -8.4% | +3.4% | -11.8% | -10.2% |
| 6M | -2.2% | -2.1% | -0.2% | -3.3% |
| YTD | +26.8% | +4.7% | +22.1% | +20.0% |
| 1Y | +46.5% | +10.6% | +35.9% | +35.4% |
| 3Y | +69.0% | +24.6% | +44.4% | +44.0% |
| All | +137.2% | +74.0% | +63.1% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 5y: compounded portfolio wealth divided by compounded AR 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…
5y analysis · Full analysis span regression · 6 months rolling