+65.2%
ALAB vs BLK
+3.3%
+61.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.3% | +10.1% | +9.9% |
| 7D | +7.2% | -3.6% | +10.9% | +8.5% |
| 30D | -2.5% | -1.0% | -1.5% | -2.3% |
| 3M | -13.3% | +10.4% | -23.7% | -15.7% |
| 6M | +172.8% | +8.2% | +164.7% | +159.7% |
| YTD | +86.6% | +6.0% | +80.6% | +76.9% |
| 1Y | +65.2% | +3.3% | +61.8% | +48.6% |
| All | +65.2% | +3.3% | +61.8% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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