-49.2%
USAR vs ALK
-4.9%
-44.3%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +7.1% | -0.6% | +2.4% |
| 7D | -1.1% | +8.9% | -10.0% | -6.1% |
| 30D | -30.3% | +5.9% | -36.2% | -32.8% |
| 3M | -54.7% | -16.5% | -38.1% | -49.7% |
| 6M | -67.5% | +2.1% | -69.6% | -68.9% |
| YTD | -26.4% | -17.1% | -9.3% | -23.4% |
| All | -49.2% | -4.9% | -44.3% | -56.0% |
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