-67.6%
ALKT price history and return analytics
+72.5%
-140.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.2% | 0.0% |
| 7D | +4.4% | +2.9% | +1.5% | +0.5% |
| 30D | -1.5% | -2.5% | +1.0% | +1.7% |
| 3M | -31.0% | -3.3% | -27.7% | -27.7% |
| 6M | -17.0% | +1.5% | -18.5% | -19.5% |
| YTD | -39.6% | +11.4% | -50.9% | -49.3% |
| 1Y | -32.6% | +11.9% | -44.5% | -43.9% |
| 3Y | -33.8% | +73.9% | -107.7% | -71.2% |
| 5Y | -50.5% | +57.9% | -108.4% | -73.8% |
| All | -67.6% | +72.5% | -140.1% | -84.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling