+58.7%
ALB vs AU
+72.0%
-13.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.3% | -4.0% |
| 7D | -6.9% | -4.3% | -2.7% | -5.4% |
| 30D | -8.4% | +7.3% | -15.7% | -11.7% |
| 3M | -25.9% | +26.3% | -52.3% | -33.9% |
| 6M | -29.7% | +1.8% | -31.5% | -32.3% |
| YTD | -16.5% | +26.8% | -43.3% | -27.5% |
| 1Y | +58.7% | +66.7% | -8.0% | +27.0% |
| All | +58.7% | +72.0% | -13.3% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling