-67.1%
ALKT price history and return analytics
+71.6%
-138.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | +5.2% | -0.1% | +5.3% | +5.1% |
| 30D | -0.9% | -3.1% | +2.1% | +3.1% |
| 3M | -27.8% | -3.5% | -24.3% | -24.2% |
| 6M | -21.2% | +0.5% | -21.7% | -22.4% |
| YTD | -38.6% | +10.8% | -49.4% | -48.1% |
| 1Y | -28.1% | +11.9% | -40.0% | -40.2% |
| 3Y | -32.8% | +73.0% | -105.7% | -70.5% |
| 5Y | -49.8% | +58.6% | -108.4% | -73.6% |
| All | -67.1% | +71.6% | -138.7% | -84.3% |
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