+822.0%
WDC vs ALK
+20.7%
+801.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.2% | +9.6% | +8.7% |
| 7D | -3.2% | +2.6% | -5.8% | -3.8% |
| 30D | -19.0% | +7.8% | -26.8% | -21.1% |
| 3M | -28.4% | -15.2% | -13.2% | -25.1% |
| 6M | -39.2% | +5.0% | -44.3% | -41.3% |
| YTD | +82.1% | -18.4% | +100.5% | +88.4% |
| 1Y | +84.7% | -2.4% | +87.1% | +82.3% |
| All | +822.0% | +20.7% | +801.3% | +737.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling