+24.8%
ALAB vs RGEN
+23.9%
+0.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.7% | +3.1% | +10.6% | +12.6% |
| 7D | -5.6% | +3.5% | -9.0% | -6.1% |
| 30D | -36.6% | +2.9% | -39.5% | -36.6% |
| 3M | -35.1% | +9.2% | -44.3% | -36.7% |
| 6M | +8.5% | +44.9% | -36.4% | -9.1% |
| YTD | +30.4% | +9.2% | +21.2% | +29.4% |
| All | +24.8% | +23.9% | +0.9% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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