+65.2%
ALAB vs AU
+100.5%
-35.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -2.3% | +12.1% | +10.4% |
| 7D | +7.2% | -3.6% | +10.9% | +8.3% |
| 30D | -2.5% | +23.9% | -26.4% | -9.3% |
| 3M | -13.3% | +19.1% | -32.4% | -19.0% |
| 6M | +172.8% | -0.2% | +173.0% | +163.4% |
| YTD | +86.6% | +32.5% | +54.1% | +65.3% |
| 1Y | +65.2% | +96.9% | -31.8% | +9.9% |
| All | +65.2% | +100.5% | -35.3% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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