+365.7%
ALAB vs AG
+298.5%
+67.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.0% | -5.9% | -6.7% |
| 7D | +3.2% | +4.5% | -1.3% | +1.9% |
| 30D | -13.6% | +12.9% | -26.4% | -16.7% |
| 3M | -16.6% | +20.9% | -37.5% | -21.4% |
| 6M | +142.3% | -19.5% | +161.9% | +149.1% |
| YTD | +73.6% | +24.8% | +48.8% | +59.4% |
| 1Y | +33.7% | +120.2% | -86.6% | +5.6% |
| All | +365.7% | +298.5% | +67.2% | +241.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling