+3,452.6%
ALNY vs AGI
+2,517.5%
+935.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -6.5% | -2.7% | -3.8% | -6.4% |
| 30D | +11.0% | +7.2% | +3.8% | +10.6% |
| 3M | -14.1% | +4.3% | -18.3% | -14.4% |
| 6M | -22.4% | -27.1% | +4.7% | -21.3% |
| YTD | -37.5% | -6.6% | -30.9% | -37.6% |
| 1Y | -46.9% | +9.5% | -56.4% | -47.6% |
| 3Y | +22.1% | +208.4% | -186.4% | +13.6% |
| 5Y | +31.2% | +401.6% | -370.4% | +18.7% |
| 10Y | +256.3% | +387.3% | -131.0% | +212.7% |
| All | +3,452.6% | +2,517.5% | +935.1% | +2,636.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 all: compounded portfolio wealth divided by compounded AGI 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…
all analysis · Full analysis span regression · 6 months rolling