+105.9%
VIAV vs ALK
-29.1%
+135.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.3% | +7.1% | +5.2% | +10.4% |
| 7D | +15.0% | +8.9% | +6.1% | +12.3% |
| 30D | -29.7% | +5.9% | -35.6% | -31.0% |
| 3M | -18.3% | -16.5% | -1.8% | -14.4% |
| 6M | -37.6% | +2.1% | -39.7% | -38.8% |
| YTD | +79.5% | -17.1% | +96.6% | +84.8% |
| 1Y | +79.6% | -2.9% | +82.4% | +77.2% |
| 3Y | +310.0% | +24.5% | +285.5% | +242.5% |
| 5Y | +105.9% | -29.1% | +135.0% | +103.9% |
| All | +105.9% | -29.1% | +135.0% | +103.9% |
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