-49.8%
USAR vs ALK
-1.1%
-48.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +8.8% | -14.6% | -10.9% |
| 7D | -21.8% | +12.4% | -34.2% | -27.9% |
| 30D | -39.9% | +2.1% | -42.0% | -41.0% |
| 3M | -52.5% | -23.9% | -28.7% | -44.3% |
| 6M | -67.9% | +8.2% | -76.2% | -70.7% |
| YTD | -31.1% | -20.5% | -10.6% | -26.5% |
| 1Y | -49.8% | -1.0% | -48.8% | -57.8% |
| All | -49.8% | -1.1% | -48.7% | -57.8% |
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