Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALK (Alaska Air Group, Inc.) | -14.87% | -15.56% | -2.56% | -8.17% | -3.41% | 7.72% | 8.42% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALK (Alaska Air Group, Inc.) | 03/17/1980 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.95 | -15.56 | -2.56 | -8.17 | -3.41 | 7.72 | 8.42 | … | … | -14.87 | -20.48 | 65.73 | -9.01 | -17.58 | 0.19 | -22.81 | 11.34 | -17.22 | -17.15 | 10.21 | 34.72 | 62.90 | 70.27 | 14.77 | 32.46 | 64.03 | 18.15 | 16.95 | -36.68 | 10.58 | 6.66 | 22.72 | 26.05 | -25.60 | -2.18 | -15.30 | -20.62 | 14.19 | 84.52 | 29.23 | 8.33 | 6.19 | -14.39 | -24.14 | 24.29 | -15.15 | 3.13 | 48.15 | -32.50 | 24.03 | 6.61 | 7.08 | 6.60 | 116.33 | 55.91 | 11.77 |
| Sharpe Ratio | NA | -0.29 | -0.06 | -0.25 | -0.11 | NA | NA | … | … | -0.38 | -0.46 | 1.78 | -0.38 | -0.46 | 0.00 | -0.29 | -0.51 | -1.15 | -1.30 | -0.79 | 0.52 | 1.48 | 1.60 | -0.16 | 0.36 | 1.10 | -0.01 | -0.03 | -1.40 | -0.31 | -0.46 | 0.08 | 0.16 | -0.83 | -0.43 | -0.80 | -0.60 | 0.21 | 2.48 | 0.75 | 0.12 | 0.09 | -0.55 | -0.90 | 0.63 | -0.59 | -0.09 | 1.27 | -0.69 | 0.54 | 0.04 | 0.01 | 0.01 | 2.03 | 0.83 | 0.14 |
| Standard Deviation(%) | NA | 49.29 | 44.86 | 42.10 | 43.43 | NA | NA | … | … | 58.33 | 51.51 | 35.17 | 34.78 | 41.46 | 37.06 | 80.37 | 23.46 | 33.60 | 28.11 | 30.03 | 30.92 | 29.91 | 32.33 | 23.63 | 38.77 | 41.45 | 62.75 | 94.38 | 42.20 | 38.01 | 30.94 | 36.84 | 43.14 | 54.55 | 55.11 | 48.27 | 39.51 | 52.88 | 32.48 | 34.19 | 36.80 | 35.31 | 29.86 | 29.42 | 32.36 | 34.27 | 30.26 | 34.09 | 52.48 | 36.29 | 35.63 | 36.06 | 40.44 | 53.34 | 55.18 | 53.87 |
| Draw Down(%) | NA | 46.46 | 55.37 | 55.37 | 75.06 | NA | NA | … | … | 43.22 | 50.63 | 27.70 | 44.83 | 35.86 | 37.23 | 65.24 | 19.64 | 23.24 | 38.47 | 32.44 | 14.66 | 16.90 | 25.27 | 17.83 | 26.44 | 18.87 | 54.68 | 61.72 | 50.98 | 16.41 | 20.66 | 34.85 | 34.72 | 58.17 | 47.94 | 42.46 | 37.78 | 55.20 | 13.76 | 35.83 | 33.73 | 27.52 | 31.25 | 36.02 | 27.59 | 44.71 | 31.82 | 15.82 | 53.21 | 35.91 | 37.98 | 43.94 | 24.14 | 25.49 | 32.35 | 24.39 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.78 | 3.17 | 3.92 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 2.28 | 1.71 | 1.70 | 1.40 | 1.33 | 2.05 | 1.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALK (Alaska Air Group, Inc.) |
-31.07%
Mar 2017 – Mar 2020 |
-21.98%
Mar 1998 – Mar 2003 |
-11.92%
Jun 1998 – Jun 2008 |
-1.79%
May 1989 – May 2004 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALK (Alaska Air Group, Inc.) |
69.28%
May 1980 – May 1983 |
66.78%
May 2009 – May 2014 |
32.81%
Jun 2008 – Jun 2018 |
21.43%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart