+150.5%
GOOGL vs AR
+44.7%
+105.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +1.1% | -1.8% | +2.9% | +1.2% |
| 30D | -4.4% | +12.6% | -17.0% | -5.4% |
| 3M | -6.8% | +10.0% | -16.8% | -7.6% |
| 6M | +13.6% | +0.6% | +12.9% | +13.1% |
| YTD | +8.3% | +13.4% | -5.1% | +6.1% |
| 1Y | +44.9% | +21.7% | +23.2% | +40.5% |
| 3Y | +150.5% | +45.8% | +104.6% | +138.0% |
| All | +150.5% | +44.7% | +105.8% | +138.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling