+207.4%
ALAB vs BA
-3.1%
+210.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.5% | +5.7% | +6.0% |
| 7D | -26.3% | +1.1% | -27.4% | -26.6% |
| 30D | -50.1% | -7.9% | -42.2% | -48.5% |
| 3M | -42.5% | -25.3% | -17.2% | -33.9% |
| 6M | -10.8% | -24.6% | +13.7% | +1.2% |
| YTD | +14.6% | -20.1% | +34.8% | +26.4% |
| 1Y | +17.1% | -11.8% | +28.9% | +22.5% |
| All | +207.4% | -3.1% | +210.6% | +251.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 3y: compounded portfolio wealth divided by compounded BA 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…
3y analysis · Full analysis span regression · 6 months rolling