+249.6%
ALAB vs JD
+11.8%
+237.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | -2.5% | +16.2% | +14.4% |
| 7D | -5.6% | +7.9% | -13.5% | -8.1% |
| 30D | -36.6% | +4.8% | -41.4% | -37.8% |
| 3M | -35.1% | -13.9% | -21.2% | -32.5% |
| 6M | +8.5% | -5.8% | +14.4% | +9.5% |
| YTD | +30.4% | +2.4% | +28.0% | +27.7% |
| 1Y | +31.0% | -7.5% | +38.6% | +32.3% |
| All | +249.6% | +11.8% | +237.8% | +214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JD.
Daily Out/Under-Performance
Portfolio return minus JD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JD 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 10y: compounded portfolio wealth divided by compounded JD 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…
10y analysis · Full analysis span regression · 6 months rolling