+38.6%
ALB vs AU
+818.2%
-779.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | -5.8% | -7.2% | +1.4% | -4.9% |
| 30D | -4.5% | -2.9% | -1.7% | -4.3% |
| 3M | -28.1% | -8.7% | -19.4% | -27.5% |
| 6M | -53.2% | -14.1% | -39.0% | -52.6% |
| YTD | -33.3% | +4.8% | -38.1% | -33.8% |
| 1Y | -17.4% | +11.9% | -29.3% | -18.4% |
| 3Y | -14.1% | +513.8% | -527.9% | -25.8% |
| 5Y | -64.0% | +379.3% | -443.3% | -69.2% |
| All | +38.6% | +818.2% | -779.6% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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