+134.3%
VIAV vs ALK
-28.9%
+163.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -3.1% | +14.3% | +12.0% |
| 7D | +11.3% | +0.1% | +11.2% | +11.2% |
| 30D | -1.0% | -18.5% | +17.5% | +4.5% |
| 3M | -20.5% | -3.6% | -17.0% | -20.3% |
| 6M | +39.0% | -3.7% | +42.7% | +38.0% |
| YTD | +117.5% | -19.0% | +136.5% | +125.7% |
| 1Y | +233.8% | -36.0% | +269.8% | +266.4% |
| 3Y | +295.4% | +2.3% | +293.1% | +256.9% |
| 5Y | +134.3% | -27.8% | +162.0% | +123.6% |
| All | +134.3% | -28.9% | +163.1% | +123.6% |
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