+207.4%
ALAB vs AG
+191.1%
+16.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.4% | +5.7% |
| 7D | -26.3% | +6.3% | -32.6% | -27.6% |
| 30D | -50.1% | -8.9% | -41.2% | -48.6% |
| 3M | -42.5% | -12.2% | -30.3% | -40.5% |
| 6M | -10.8% | -28.3% | +17.5% | -3.7% |
| YTD | +14.6% | -8.8% | +23.5% | +15.0% |
| 1Y | +17.1% | +39.4% | -22.2% | +6.2% |
| All | +207.4% | +191.1% | +16.3% | +146.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling