+132.3%
ALAI price history and return analytics
+53.3%
+79.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +1.8% | +0.4% | +1.4% | +1.1% |
| 30D | +1.5% | +1.0% | +0.6% | +0.1% |
| 3M | 0.0% | +2.4% | -2.4% | -3.2% |
| 6M | +33.3% | +12.0% | +21.3% | +12.2% |
| YTD | +26.2% | +15.3% | +10.9% | +1.6% |
| 1Y | +35.1% | +22.6% | +12.5% | -0.9% |
| All | +132.3% | +53.3% | +79.0% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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