+942.0%
ALK price history and return analytics
+345.0%
+597.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.1% | +0.8% | +1.4% |
| 7D | +7.1% | -4.2% | +11.2% | +12.4% |
| 30D | -3.0% | -5.8% | +2.8% | +3.9% |
| 3M | -25.6% | -5.2% | -20.4% | -20.8% |
| 6M | +0.5% | +0.1% | +0.4% | +1.2% |
| YTD | -23.1% | +8.2% | -31.3% | -28.0% |
| 1Y | -7.5% | +10.1% | -17.7% | -14.9% |
| 3Y | +15.3% | +69.7% | -54.3% | -32.2% |
| 5Y | -34.8% | +53.4% | -88.2% | -56.6% |
| 10Y | -41.2% | +219.2% | -260.4% | -79.8% |
| All | +942.0% | +345.0% | +597.0% | +313.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling