-55.7%
ALKT price history and return analytics
+75.1%
-130.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.0% | +3.4% |
| 7D | -5.1% | -2.0% | -3.1% | -2.4% |
| 30D | -3.9% | -1.4% | -2.5% | -1.9% |
| 3M | +27.0% | +4.7% | +22.3% | +18.1% |
| 6M | +6.1% | +11.4% | -5.2% | -10.7% |
| YTD | -17.4% | +13.1% | -30.4% | -32.0% |
| 1Y | -24.3% | +19.0% | -43.4% | -42.7% |
| 3Y | +9.5% | +73.9% | -64.4% | -52.2% |
| 5Y | -32.2% | +65.4% | -97.6% | -66.5% |
| All | -55.7% | +75.1% | -130.8% | -79.4% |
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 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