+476.9%
WWD vs ALK
-38.6%
+515.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.1% | -0.7% |
| 7D | +0.8% | +0.1% | +0.7% | +0.7% |
| 30D | -6.4% | -18.5% | +12.0% | +1.8% |
| 3M | -5.6% | -3.6% | -2.1% | -5.2% |
| 6M | -9.1% | -3.7% | -5.4% | -9.6% |
| YTD | +12.5% | -19.0% | +31.5% | +19.3% |
| 1Y | +41.3% | -36.0% | +77.4% | +64.2% |
| 3Y | +170.2% | +2.3% | +167.9% | +129.5% |
| 5Y | +192.5% | -27.8% | +220.2% | +183.8% |
| 10Y | +476.9% | -39.0% | +515.9% | +359.1% |
| All | +476.9% | -38.6% | +515.5% | +359.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling