+4,872.8%
ASX vs ALNY
+4,163.9%
+708.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.3% | +8.3% | +6.4% |
| 7D | +6.3% | +5.7% | +0.6% | +5.5% |
| 30D | +6.4% | +18.7% | -12.2% | +3.9% |
| 3M | +13.1% | -11.0% | +24.1% | +13.1% |
| 6M | +90.3% | -18.9% | +109.2% | +92.3% |
| YTD | +149.6% | -34.6% | +184.2% | +158.9% |
| 1Y | +249.2% | -42.8% | +292.0% | +267.9% |
| 3Y | +445.9% | +29.1% | +416.8% | +401.1% |
| 5Y | +477.7% | +39.6% | +438.1% | +408.8% |
| 10Y | +913.4% | +253.8% | +659.6% | +611.6% |
| All | +4,872.8% | +4,163.9% | +708.8% | +2,083.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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