+1,472.6%
GOOGL vs AR
-27.2%
+1,499.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.1% |
| 7D | -2.3% | +2.5% | -4.8% | -2.5% |
| 30D | -6.6% | +14.8% | -21.4% | -7.5% |
| 3M | -8.9% | +6.2% | -15.2% | -9.5% |
| 6M | +11.9% | +4.3% | +7.6% | +11.2% |
| YTD | +8.3% | +14.4% | -6.0% | +6.8% |
| 1Y | +46.2% | +21.3% | +24.9% | +43.2% |
| 3Y | +151.9% | +39.8% | +112.1% | +141.7% |
| 5Y | +137.7% | +142.1% | -4.4% | +117.3% |
| 10Y | +757.6% | +52.0% | +705.5% | +662.5% |
| All | +1,472.6% | -27.2% | +1,499.8% | +1,386.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling