+35,000.4%
TQQQ vs ALK
+469.9%
+34,530.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +2.0% |
| 7D | +4.4% | +0.1% | +4.2% | +4.2% |
| 30D | -3.1% | -18.5% | +15.4% | +11.6% |
| 3M | -5.2% | -3.6% | -1.6% | -4.3% |
| 6M | +52.4% | -3.7% | +56.1% | +51.3% |
| YTD | +37.4% | -19.0% | +56.4% | +51.8% |
| 1Y | +56.0% | -36.0% | +92.0% | +101.2% |
| 3Y | +268.7% | +2.3% | +266.4% | +210.5% |
| 5Y | +101.2% | -27.8% | +129.0% | +133.1% |
| 10Y | +2,840.4% | -39.0% | +2,879.4% | +3,090.7% |
| All | +35,000.4% | +469.9% | +34,530.5% | +5,221.3% |
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 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