+384.5%
ALAB vs BAX
-39.4%
+423.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.9% | +5.9% | +4.1% |
| 7D | +9.6% | -5.1% | +14.7% | +9.9% |
| 30D | -5.3% | -12.2% | +6.9% | -4.8% |
| 3M | -12.0% | +21.8% | -33.9% | -12.0% |
| 6M | +145.7% | +36.3% | +109.4% | +143.6% |
| YTD | +80.7% | +27.8% | +52.8% | +80.6% |
| 1Y | +40.1% | -0.1% | +40.2% | +40.5% |
| All | +384.5% | -39.4% | +423.9% | +364.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded BAX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling