-22.5%
UBER vs ALK
-35.5%
+13.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -3.2% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | -2.5% | -18.5% | +15.9% | -0.7% |
| 3M | +4.4% | -3.6% | +7.9% | +4.7% |
| 6M | -2.7% | -3.7% | +1.0% | -3.5% |
| YTD | -10.5% | -19.0% | +8.5% | -11.1% |
| 1Y | -22.5% | -36.0% | +13.5% | -31.9% |
| All | -22.5% | -35.5% | +13.0% | -31.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling