+267.6%
ALKS price history and return analytics
+355.4%
-87.8%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +1.7% | -0.1% | +1.8% | +1.7% |
| 30D | +14.4% | -3.1% | +17.5% | +17.5% |
| 3M | -5.9% | -3.5% | -2.4% | -3.0% |
| 6M | +32.8% | +0.5% | +32.3% | +31.5% |
| YTD | +66.1% | +10.8% | +55.3% | +50.6% |
| 1Y | +42.3% | +11.9% | +30.4% | +27.9% |
| 3Y | +95.3% | +73.0% | +22.3% | +16.5% |
| 5Y | +88.2% | +58.6% | +29.6% | +19.3% |
| 10Y | -21.3% | +219.2% | -240.5% | -74.4% |
| All | +267.6% | +355.4% | -87.8% | -11.4% |
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