+65.2%
ALAB vs AGI
+17.6%
+47.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.9% | +11.7% | +10.3% |
| 7D | +7.2% | +0.6% | +6.6% | +7.0% |
| 30D | -2.5% | +18.2% | -20.8% | -7.2% |
| 3M | -13.3% | -4.1% | -9.2% | -12.4% |
| 6M | +172.8% | -28.7% | +201.5% | +199.9% |
| YTD | +86.6% | -4.0% | +90.6% | +81.5% |
| 1Y | +65.2% | +17.4% | +47.7% | +57.3% |
| All | +65.2% | +17.6% | +47.5% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling