-67.2%
TXG vs ALK
-25.3%
-41.9%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.8% |
| 7D | +1.8% | -0.7% | +2.5% | +2.2% |
| 30D | +32.0% | -19.2% | +51.2% | +48.2% |
| 3M | +87.0% | -1.5% | +88.5% | +84.7% |
| 6M | +180.1% | -13.1% | +193.1% | +194.4% |
| YTD | +284.1% | -16.4% | +300.5% | +305.5% |
| 1Y | +361.7% | -33.1% | +394.7% | +453.4% |
| 3Y | +15.9% | +0.6% | +15.3% | -3.0% |
| All | -67.2% | -25.3% | -41.9% | -69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling