+272.3%
ALAB vs BR
-0.3%
+272.5%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.1% | +6.9% | +6.8% |
| 7D | +3.4% | +1.9% | +1.5% | +4.0% |
| 30D | -28.8% | +15.9% | -44.6% | -26.5% |
| 3M | -26.0% | +13.7% | -39.6% | -23.7% |
| 6M | +11.4% | +31.0% | -19.6% | +16.2% |
| YTD | +38.8% | -12.0% | +50.8% | +67.0% |
| 1Y | +37.8% | -11.5% | +49.3% | +64.7% |
| All | +272.3% | -0.3% | +272.5% | +287.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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